TI MANAGEMENT
DJ Kadagian is a registered investment advisor with over 38 years of experience in the financial markets. While proficient in all major markets, his primary focus for the past 33 years has been on developing and managing proprietary quantitative investment systems. During his tenure as Vice President at Shearson Lehman Brothers, he developed his first proprietary trading system, becoming the firm’s first broker to offer a quantitative management program to clients.
In 1996, DJ launched Four Seasons Asset Management, utilizing his proprietary system which focused on the small, mid, and large-cap equity markets. Over the next eight years, this program delivered returns double those of the S&P 500. In 2016, he developed the H2 Fund, which focused on the gold and oil markets and significantly outperformed the S&P 500. Both funds maintained a cash position of approximately 30% each year, with net volatility lower than that of the S&P 500.​
The Tactical Investment Fund leverages his 38 years of expertise across equity, fixed income, commodities, and futures markets to develop and manage advanced, proprietary quantitative investment strategies. His ongoing goal is to deliver exceptional risk-adjusted returns.
DJ is an award-winning documentary filmmaker, best-selling author, and a member of the Director’s Guild of America and the Authors Guild of America. He is a graduate of Cornell University.
Brian Bernstein, a Registered Investment Advisor and Partner at Tactical Investments, began his career in the investment industry at A.G. Edwards & Sons over thirty years ago. There, he specialized in proprietary equity research and asset allocation modeling, quickly advancing to the position of Senior Vice President. Brian then transitioned to the consumer products industry, joining Melissa & Doug LLC, a global leader in children's toys. He played a pivotal leadership role in transforming the company from a $12 million "mom & pop" business to an internationally recognized brand with nearly $500 million in annual revenue. During his 22-year tenure at Melissa & Doug, Brian drove an exponential increase in the company’s enterprise value, facilitating three successful private equity transactions and paving the way for the $950 million strategic acquisition of the company by Spin Master in 2024.
Most recently, as Chief Commercial Officer at leading e-commerce furniture manufacturer Ubique Group LLC, Brian led global sales, marketing, and product development, achieving record performance with significant top and bottom-line improvements. His strategic initiatives included overhauling the sales team, securing major new retailer accounts, and establishing key licensing agreements with Martha Stewart.
Brian brings with him over 35 years of diverse industry experience and a proven track record of successful business management and corporate value creation. His strategic vision and hands-on execution make him an invaluable asset to Tactical Investments. Brian holds a Bachelor of Business Administration in Marketing and Finance from the University of Texas at Austin.