Overview

 

The ATAC Rotation Fund is designed to be an absolute return, tactical strategy.  The Fund seeks to rotate between equities or Treasuries based on leading indicators of stock market volatility. In offensive mode, ATAC can invest in U.S. large cap ETFs, U.S. small cap ETFs, or Emerging Market ETFs. In defensive mode, ATAC 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 ATAC?

  • 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 stock and bond portfolios

The ATAC Rotation Mutual Fund is managed by Pension Partners, LLC, an independent registered investment advisor.  The strategy was developed by Portfolio Managers Edward M. Dempsey, CFP® and Michael A. Gayed, CFA.