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The ATAC Inflation Rotation Fund (ATACX) 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, 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.
The ATAC Inflation 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.