Inflation Rotation Fund

The ATAC Inflation Rotation Fund (ATACX) is designed to be an absolute return, alternative strategy.  The Fund seeks to rotate between equities or Treasuries based on leading indicators of stock market volatility. In offensive mode, ATACX can invest in U.S. large cap ETFs, U.S. small cap ETFs, or Emerging Market ETFs. In defensive mode, ATACX can invest in long duration bonds or short duration bonds. The indicators are evaluated on a weekly basis for potential rotations in the portfolio.

Why ATACX?

  • Attempts to provide absolute returns in all investing environments
  • Objective, quantitative process not subject to behavioral biases
  • Seeks to provide high liquidity and transparency with low fees
  • Provides diversification to traditional stocks and bond portfolios