Tactical Investments

INSIGHT

OPPORTUNITY

EXECUTION

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.

Balanced Strategy

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.

For more information

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 an investment. We recommend you seek independent professional, tax, and investment advice as to whether it is suitable for your particular needs and circumstances.