5 Reasons to Invest in ATAC
2. Ability to Mitigate Risk in Times of Stress
ATAC has a low correlation to both stocks and bonds. As a result, the addition of ATAC to an investor’s existing portfolio may provide diversification benefits over time.
3. Ability to Generate Positive Returns in Both Up and Down Market Environments
ATAC has the ability to rotate fully into Treasury bond ETFs ahead of periods of equity market stress. Treasury bonds have historically exhibited positive returns on average during down equity markets, allowing ATAC to mitigate risk during difficult periods.
4. Hedge Against the Risk of Rising Interest Rates
The ATAC strategy is not dependent on a specific direction of the equity market. It has the ability to capture upside in favorable environments by rotating fully into equity ETFs and the ability to generate positive returns in down environments by rotating fully into Treasury ETFs.
5. Systematic and Objective Process
Many fixed income investors are concerned about the risk of rising interest rates. ATAC has historically exhibited a low correlation to bonds, generating a positive return on average during months in which the 10-Year Treasury yield has risen.
ATAC uses a systematic and objective process to position the portfolio into either equities or Treasuries. The process is consistent and repeatable, attempting to evaluate conditions which favor higher or lower stock market volatility. The strategy positions defensively in Treasury ETFs when the odds favor rising volatility and offensively in equity ETFs when the odds favor falling volatility.
Michael A. Gayed, CFA
As Portfolio Manager, Mr. Gayed helps to structure portfolios to best take advantage of various strategies designed to maximize the amount of time and capital spent in potentially outperforming investments.
Prior to his current role, he served as Portfolio Manager for a large international investment group, trading long/short investment ideas. From 2004 – 2008, he was a Portfolio Strategist at AmeriCap Advisers, LLC. As a member of the investment committee, he performed detailed analysis and helped to structure client portfolios. In 2007, Mr. Gayed launched his own long/short hedge fund, using various trading strategies focused on taking advantage of stock market anomalies.
Mr. Gayed is an active contributor to popular financial websites and has been interviewed on national media, including CNBC and Bloomberg TV/Radio. An award winning author, Mr. Gayed is a sought after speaker discussing his research and unique approach to interpreting market movements. He has co-authored four award-winning research papers on market anomalies and investing.
Mr. Gayed earned his B.S. from New York University, and is a CFA Charterholder.
Michael Venuto, CIO
Mr. Venuto is a co-founder of Toroso Investments and serves as the Chief Investment Officer. He is an ETF industry veteran with over a fifteen years of experience in the design and implementation of ETF-based investment strategies. He is behind the launch of the Toroso ETF Industry Index, which measures and monitors the performance of publicly traded companies that derive revenue from the Exchange Traded Funds ecosystem.
Previously, Mr. Venuto was Head of Investments at Global X Funds where he provided portfolio optimization services to institutional clients. Before that, he was Senior Vice President at Horizon Kinetics where his responsibilities included new business development, investment strategy, client and strategic initiatives.
In 2014, Mr. Venuto was chosen as one the ETF.com All Stars for his research and is often quoted as an ETF expert in publications such as Reuters and Barron’s. Michael studied Philosophy and Religion at NC State University and is an avid Chess player.
Toroso Investments, LLC
898 North Broadway, Suite 2 Massapequa, NY 11758
Phone No. 855-ATACFUND
Mon - Fri: 9:00am to 5:00pm ET
The Fund’s investment objectives, risks, charges, expenses and other information are described in the statutory or summary prospectus, which must be read and considered carefully before investing. You may download the statutory or summary prospectus or obtain a hard copy by calling 855-ATACFUND or visiting www.atacfund.com. Please read the Prospectuses carefully before you invest.
Correlation is a quantity measuring the degree to which two or more attributes or measurements show a tendency to vary together.
Beta is a measure of the volatility, or systematic risk, of a security or a portfolio in comparison to the market as a whole.
Duration is a measure of the sensitivity of the price (the value of principal) of a fixed-income investment to a change in interest rates.
The S&P 500, or the Standard & Poor’s 500, is an American stock market index based on the market capitalizations of 500 large companies having common stock listed on the NYSE or NASDAQ.
Absolute return strategies are not designed to outperform stocks and bonds during strong market rallies.
Diversification does not assure a profit or protect against a loss in a declining market.
The Lipper Absolute Return Index consists of absolute return funds which are Mutual, Pension or Insurance Funds which aim for positive returns in all market conditions. The funds are not benchmarked against a traditional long only market index but rather have the aim of outperforming a cash or risk-free benchmark.
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.
Click here for a current ATAC Rotation Fund prospectus.
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