Downside Protection for Everyone
Experience the benefits of Tactical Management
Life's too short to worry about market setbacks.
Global View Capital Management provides a variety of innovative solutions that aim to deliver protection in severe market declines yet still participate in up markets.
By following a specific set of risk targets for each strategy and portfolio, that is not benchmark-centric, the investment management programs are unconstrained. The old rules of static asset allocation and passive investment to manage risk and return no longer work. To adapt to a world whose markets have become globalized, investment management needs to adapt to multi-dimensional forces that are more complex than ever.
GVCM believes that risk and return is better defined by the client reaching their goals and minimizing the impact of black swan events that have been ruinous for portfolios, wiping out trillions in global market value.
Understanding the Law of Losses
The bigger the loss, the greater the rate of return needed to get back to even.
For example, a 50% loss will require a 100% gain in order to get your account back to even.
A Look at Maximum Loss During Risk Events
With increased globalization, markets are more interconnected than ever and when unpredictable events [Black Swans] occur they can ravage the financial markets and client portfolios.
Black Swan: a highly improbable event with three principle characteristics: it is unpredictable; it carries a massive impact; and after the fact, we attempt to concoct an explanation that makes it appear less random and more predictable than it was.
– Nassim Nicholas Taleb, New York Times best-selling author
The Best Offense is a Stellar Defense
By combining proprietary algorithms and advanced portfolio construction,
GVCM delivers a highly-sophisticated form of diversification, with an
emphasis on downside protection.
For example: By limiting 50% of the downside and capturing 80% of the gains, you’ll experience 35% better performance.
Our strategic partnerships and advanced technologies have dropped the barriers for average investors.
*“Dot.com Bust” period is defined as 09/01/00-10/09/02; *“Financial Crisis” period is defined as 10/09/07-03/09/09. The research signals in the chart above are from actual long-term trend signals based upon relative strength and momentum indicators. GVCM utilizes the signals as guidance in determining a proprietary combination of technical, quantitative, and economic indicators to specific exchange traded funds and mutual funds selected for the various investment programs offered for our client accounts. Buys and Sells may have or may not have occurred on the exact dates shown and do not necessarily reflect transactions applied to every individual account. The chart is for illustrative purposes only and is limited to general information pertaining to GVCM’s investment programs.
All performance returns are HYPOTHETICAL in nature. The GVCM program results DO NOT represent actual trading using client assets but were achieved by means of retroactive application of a computer modelwith the benefit of hindsight to demonstrate how the combination would have performed in the historical period noted. The investment return and principal value of an investment may be lower or higher than the performance as shown; and an investor’s investment upon redemption may be more or less than their original cost.
Information contained in this material is intended solely for informational purposes only and is not an offer or solicitation to buy or sell any security, index, mutual fund or Exchange Traded Fund (ETF); nor to offer investment advice. GVCM does not guarantee the accuracy or completeness of this information, nor does GVCM assume any liability for any loss that may result from reliance by any person upon any such information or opinions. Such information and opinions are subject to change without notice and are for general information only and is not a complete analysis of every material fact. All investment strategies involve the risk of financial loss. Past performance does not guarantee future results.
The Power of Fintech
Our clients can have one portfolio custom-blended with multiple strategies. Through our extensive due diligence process, we’ve selected world class options to give our advisors and clients open architecture in their investment portfolio.
- Unified Managed Accounts
- Multi-Strategy Portfolios
- Mutual Fund Wrap Program
- ETF Index Portfolios
- Tactical & Strategic ETF Strategies
- Dimensional Fund Advisors (DFA) Fund Solution
- Variable Insurance Sub-Account Portfolios
- Employer-Sponsored Retirement Investment Options
- Tactical Analysis Approach
- Strategic Analysis Approach
- Dynamic Analysis Approach
- Traditional Modern Portfolio Approach
- Exchange Traded Funds
- Mutual Funds
- Individual Stocks & Bonds
- Municipal Bonds
- Master Limited Partnerships
- Variable Insurance Sub-Account
What are you doing to protect your assets?
Global View Tactical Asset Allocation Models Multiple Strategies, Multiple Markets, A Global View
GTAC offers five risk-based model portfolios that seek to protect investors from severe losses in down markets while attempting to outperform the broad global equity markets over a full market cycle. By employing long, short and neutral trend-following strategies across global asset classes, GTAC is unconstrained and seeks to improve portfolio diversification with historically low correlated investment strategies.
The science has evolved in portfolio construction for the retail investor based upon similar methodologies employed in Global Tactical Asset Allocation at the institutional level. Known widely by institutional investors who have been able to access across the equity, bond, commodity, currency and alternative asset class spectrum; advancements in technology, trading platforms and exchange-traded products have enabled the average investor to access asset classes and trading strategies that were difficult, if not impossible, until recently.
Have a question? Send us a message!
Understanding The Law of Losses Chart
Calculations by GVCM are for educational purposes to better understand the return necessary to recover losses and the amount of time required to breakeven.
Maximum Loss During High Risk Events Chart
Calculated by GVCM using data from AdvisorGuide, the research arm of GVCM. It is designed to demonstrate correlations in past declining markets during high risk events. The indices are unmanaged and not available for direct investment. These indices do not reflect any management fees, transaction costs, or expenses.
The Best Offense is a Stellar Defense Chart
Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there are no assurances that it will match or outperform any particular benchmark or index. Indexes are unmanaged and an investor cannot invest in an index directly. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable.
All calculations contained herein are based on third party material believed to be reliable, but are not guaranteed to be accurate or complete. Every effort has been made to ensure the accuracy of these calculations, however they cannot be guaranteed. GVCM does not guarantee the accuracy or completeness of this information, nor does GVCM assume any liability for any loss that may result from reliance by any person upon any such information or opinions. Such information and opinions are subject to change without notice and are for general information only and is not a complete analysis of every material fact. All investment strategies involve the risk of financial loss.