Global Tactical Allocation

OVERVIEW

Objective


The Crow Point Global Tactical Allocation Strategy seeks superior risk-adjusted returns by allocating capital across a wide variety of global asset classes.

Strategy


• Directional, global macro strategy incorporating global equities, debt, commodities, currencies or market hedging tools

• Tactical yet disciplined, repeatable investment process designed to adjust to an ever-changing market environment

• Integrated asset allocation, portfolio implementation and risk management processes

• Accessible via SMA and Mutual Fund (CGHIX)

Portfolio Management


Contact


Patrick Mullin, CFA

Managing Director

Tel: 781-875-3185
patrick@cppinvest.com

PORTFOLIO

Portfolio Guidelines


Actively Managed Tactical Positioning

› The strategy will actively adjust exposures based on the manager’s fundamental views

Risk-Balanced Approach

› Implemented using a process that seeks to balance risks within the tactical allocation framework

Risk Management

› Incorporates drawdown control and volatility targeting to help manage risk without the use of leverage

Top Holdings

As of 9/30/2018

Allocation Framework

As of 9/30/2018

PERFORMANCE

Performance

As of 11/30/2018

Growth of $10,000 Since Inception

As of 11/30/2018

Standardized Returns (%)

As of 11/30/2018

DOCUMENTS

Documents


Fact Sheet

Presentation

Analytics

XBRL Files

Request Information



About Morningstar, Inc and the Star Rating System

The Morningstar Rating TM for separate account composites, or “star rating”, is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics.

©2018 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.