Invest confidently with strategies that seek to limit loss
Every investor wants to make money—but not everyone can stomach the ride. The market is one of the greatest engines of wealth, but gut-wrenching drawdowns can derail even the best-laid plans.
Win by Losing Less
Win by Losing Less
Our strategies are built differently. They’re tactical, unconstrained, and risk-aware, using affiliated mutual funds that follow four core principles.
Our strategies are built differently. They’re tactical, unconstrained, and risk-aware, using affiliated mutual funds that follow four core principles.
Rotate across ETFs & futures
based on market conditions
select globally
including U.S. and international exposure
use specialty investments
to hedge risk when it matters most
employ up to 100% cash
when conditions turn hostile
Engineered to limit
maximum drawdown
Engineered to limit
maximum drawdown
Engineered to limit
maximum drawdown
We don’t chase benchmarks. We manage risk first—because recovering from big losses is harder than avoiding them in the first place.
Bull Bear
Bull Bear is a tactical "moderate growth" strategy with the goal of systematically pursuing growth, in the equity markets, while avoiding catastrophic bear market losses.
strategy Basics
Model Type
Tactical Allocation
Inception Date
Morningstar Ticker
F0000S8W1
portfolio Composition
Investment Vehicles
Mutual Funds
Typical Holdings
5
Holdings As Of
June 30, 2026
Bull Bear
Bull Bear is a tactical "moderate growth" strategy with the goal of systematically pursuing growth, in the equity markets, while avoiding catastrophic bear market losses.
strategy Basics
Model Type
Tactical Allocation
Inception Date
Morningstar Ticker
F0000S8W1
portfolio Composition
Investment Vehicles
Mutual Funds
Typical Holdings
5
Holdings As Of
June 30, 2026
Navigrowth
Navigrowth is a tactical "moderate growth" strategy with the goal of pursuing growth, primarily in the equity markets, while avoiding catastrophic bear market losses.
strategy Basics
Model Type
Tactical Allocation
Inception Date
Morningstar Ticker
SAUSA004UD
portfolio Composition
Investment Vehicles
Mutual Funds
Typical Holdings
5
Holdings As Of
June 30, 2026
Navigrowth
Navigrowth is a tactical "moderate growth" strategy with the goal of pursuing growth, primarily in the equity markets, while avoiding catastrophic bear market losses.
strategy Basics
Model Type
Tactical Allocation
Inception Date
Morningstar Ticker
SAUSA004UD
portfolio Composition
Investment Vehicles
Mutual Funds
Typical Holdings
5
Holdings As Of
June 30, 2026
Guardian
Guardian is a tactical growth strategy with the goal of conservatively participating in equity markets, while avoiding catastrophic bear market losses.
strategy Basics
Model Type
Tactical Allocation
Inception Date
Morningstar Ticker
F00000MKBG
portfolio Composition
Investment Vehicles
Mutual Funds
Typical Holdings
5
Holdings As Of
June 30, 2026
Guardian
Guardian is a tactical growth strategy with the goal of conservatively participating in equity markets, while avoiding catastrophic bear market losses.
strategy Basics
Model Type
Tactical Allocation
Inception Date
Morningstar Ticker
F00000MKBG
portfolio Composition
Investment Vehicles
Mutual Funds
Typical Holdings
5
Holdings As Of
June 30, 2026
Income Plus
Income Plus is a tactical "total return" strategy with the goal of providing stable and absolute returns, under all market conditions.
strategy Basics
Model Type
Tactical Allocation
Inception Date
Morningstar Ticker
F00000MKC3
portfolio Composition
Investment Vehicles
Mutual Funds
Typical Holdings
5
Holdings As Of
June 30, 2026
Income Plus
Income Plus is a tactical "total return" strategy with the goal of providing stable and absolute returns, under all market conditions.
strategy Basics
Model Type
Tactical Allocation
Inception Date
Morningstar Ticker
F00000MKC3
portfolio Composition
Investment Vehicles
Mutual Funds
Typical Holdings
5
Holdings As Of
June 30, 2026
Focused Growth
Focused Growth is a tactical "moderate growth" strategy that will focus on providing tactical exposure to a major market index.
strategy Basics
Model Type
Tactical Allocation
Inception Date
Morningstar Ticker
F000013YOD
portfolio Composition
Investment Vehicles
Mutual Funds
Typical Holdings
5
Holdings As Of
June 30, 2026
Focused Growth
Focused Growth is a tactical "moderate growth" strategy that will focus on providing tactical exposure to a major market index.
strategy Basics
Model Type
Tactical Allocation
Inception Date
Morningstar Ticker
F000013YOD
portfolio Composition
Investment Vehicles
Mutual Funds
Typical Holdings
5
Holdings As Of
June 30, 2026
Find Us at Your Favorite
TAMP and Model Marketplace
Find Us at Your Favorite
TAMP and Model Marketplace
You Bring the Questions.
We’ll Bring the Strategy.
You Bring the Questions.
We’ll Bring the Strategy.
Whether you want to hop on a call or prefer we reach out first — we’ll meet you where you are. No pressure. No sales scripts. Just real answers.
Whether you want to hop on a call or prefer we reach out first — we’ll meet you where you are. No pressure. No sales scripts. Just real answers.
Want to Talk Now?
Call your regional sales contact — we actually pick up the phone.
Schedule a Meeting
No back-and-forth. Book a meeting with our team right in your calendar.
Want to Talk Now?
Call your regional sales contact — we actually pick up the phone.
Schedule a Meeting
No back-and-forth. Book a meeting with our team right in your calendar.
Want to Talk Now?
Call your regional sales contact — we actually pick up the phone.
Schedule a Meeting
No back-and-forth. Book a meeting with our team right in your calendar.
Solutions
© 2026 Potomac Fund Management, Inc. All Rights Reserved.
Solutions
© 2026 Potomac Fund Management, Inc.
All Rights Reserved.
Solutions
© 2026 Potomac Fund Management, Inc. All Rights Reserved.