Objectives & Positioning

1. What is the investment objective for the ATAC Fund?

ATAC seeks to achieve absolute positive returns over time.

2. Where does the ATAC Fund fit into my portfolio?

Our goal is to educate our investors so that they can choose the offering or offerings that best suit their investment objectives. ATAC fits into the alternative or tactical allocation bucket. It tends to act as a non-correlated alternative and can add significant diversification benefits over the course of a full market cycle.

3. How should I think about periods of relative underperformance for the ATAC Fund?

If there were an investment strategy that worked all of the time, everyone would follow it and it would stop working. The Fund is designed specifically to take advantage of the anomaly that you can position ahead of stock market volatility. Anomalies themselves have cycles, which can be either favorable or unfavorable for the types of risk rotations employed in the Fund. There will be months, quarters, or even longer that our strategies will underperform one benchmark or another, but this is true of any strategy that is successful over time. Furthermore, the potential to be defensive ahead of higher volatility regimes in equities makes the magnitude of potential outperformance during such periods significantly greater than might otherwise be obvious when looking at past performance in a lower volatility cycle.

We are dedicated to following a disciplined process with the core belief that over the course of a full market cycle, adhering to our process will reward our investors. Our broad philosophy is that true long-term outperformance does not come from being up more, but rather down less.


Diversification does not assure a profit nor protect against a loss in a declining market.

While the fund is no-load, management and other expenses still apply.

The Fund is only offered to United States residents, and information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of our Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.