DETAILS
Morningstar Ticker F00000S8W1
Model Type Tactical Allocation
Inception Date 06/01/2002
Account Minimum None
Model Fee 0 bps*
Investment Vehicles Mutual Funds
Typical Number of Holdings 4
Documents Fact Sheet
Holdings
as of 9/30/24
%
CRDBX
%
CRTBX
%
CRMVX
%
CRTOX
Details
Morningstar Ticker
Model Type
Inception Date
Account Minimum
Model Fee
Investment Vehicles
Typical Number of Holdings
Documents
as of 6/30/23
F00000S8W1
Tactical Allocation
06/01/2002
None
0 bps*
Mutual Funds
4
Fact Sheet
Holdings
%
CRDBX
%
CRTBX
as of 9/30/24
%
CRMVX
%
CRTOX
Description
The strategy allocates using a suite of affiliated tactical mutual funds. Bull Bear will hold a core position that will focus on providing tactical concentrated exposure to a major market index. The remainder will be allocated among a diverse group of tactical funds.
The underlying funds utilize a combination of dynamic asset allocation and mechanical system trading. Additionally, they employ risk management techniques including the use of hedging, treasuries, and cash positions during adverse market conditions; cash positions could at times be 100%.
Connect with our Sales Team about Potomac’s Bull Bear strategy.
Portfolio Managers
Manish Khatta
CEO & CIO
Dan Russo, CMT®
Portfolio Manager
Jeff Goodnow
Chief Growth Officer
Find Us at Your Favorite TAMP or Model Marketplace
Thousands of data points.
Potomac’s Bull Bear Strategy
Our software systems ingest thousands of data points that are then fed into technical indicator formulas.
The goal of these systems is to calculate trade signals based on the probability for the greatest return – with the least amount of drawdown.
How the Strategy Works
The worst enemy to investment returns is the emotional psyche of investors. Too many investors react out of fear or greed rather than sound judgment. The Bull Bear strategy uses a quantitative approach to remove emotion from the investment process and manage risk. Technical analysis is at the heart of the investment process.
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The Core fund will utilize leveraged exposure to a major market index, such as the S&P 500.
-
The core fund employs the use of hedging, treasuries, and cash positions during adverse market conditions.
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