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Market Update

INSIGHT

OPPORTUNITY

EXECUTION

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At Tactical Investments, we employ proprietary models and screening techniques to identify and capitalize on unique investment opportunities that arise from market inefficiencies. Anchored by two distinct investment themes, the TI Fund is purposefully designed to optimize returns and manage risk effectively. Leveraging its unique, opportunistic Balanced Strategy alongside a proprietary quant-driven Growth Strategy, TI is strategically positioned to navigate and capitalize on the elevated market volatility that has begun to unfold.

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Balanced Strategy

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Targeting a 75% allocation to a diverse portfolio of income-producing investments. Dividend income is anticipated to average  10-12%, with the balance of the returns stemming from long-term capital gains. 

Growth Strategy​

Targeting a 25% allocation to our proprietary trading model that generates its signals based on the strength and momentum in the US government bond market and changes in the velocity and degree of stock market volatility. 

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For Accredited Investors

Minimum investment $500,000

Individually managed accounts

Daily liquidity

No client lock up or exit fees

No margin and no direct short positions

Performance fee / Management fee

Highwater Mark

info@Tactical-Investments.com

www.Tactical-Investments.com

700 Gulf Bay Road

Longboat Key, Florida

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Information is gathered from sources deemed to be reliable. However, no guarantee can be made with respect to accuracy. The contents of this website have been prepared to provide general information and do not constitute a specific investment recommendation. Before making an investment decision, consider whether this investment is appropriate to your objectives, and financial situation. Investing entails some degree of risk. Investors should inform themselves of the risks involved before engaging in any investment. We recommend you seek independent professional, tax, and investment advice as to whether it is suitable for your particular needs and circumstances. Past performance is not indicative of future results. Results are based on three years of real-time trading in the principles personal account as well as backdated performance utilized in developing the trading strategy. Results do not include money market interest generated by the fund, commissions (which do not accrue to Tactical Investments), or a 1% flat fee. Results are net of performance fees.

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