These new strategies help us expand beyond our current offerings of Long-Short and Short-Only liquid alternative investment strategies.
Irvine, CA (PRWEB) January 08, 2013
Optimus Advisory Group (http://www.optimusadvisory.com) is proud to announce the launch of three new tactical strategies. These new strategies help us expand beyond our current offerings of Long-Short and Short-Only liquid alternative investment strategies.
All three strategies are long-only, fully diversified and rules-based. Each strategy has its own unique combination of decision making tools.
Optimus REV Multi-Strategy:
Seeks to provide investors with the capital appreciation normally associated with a diversified mix of stocks and bonds, while using active management and downside risk protection techniques. This long-only ETF model can vary its equity investments from 10% to 90% of the portfolio, depending upon three separate factors:
Rotation: Utilizes a combination of core strategic & overweighting/underweighting of key holdings.
Economic: Uses a composite of economic indicators to determine which assets to be invested in during varying economic climates.
Volatility: Uses volatility as a tool for selecting which assets to be invested in at any given time.
Possible ETF investment categories for REV include:
Low Volatility Equities (US, International & Emerging Markets), US Large, Mid & Small Cap Equities, High Yield Bonds, Emerging Markets Debt & Intermediate-Term Bonds.
Optimus Eight Baskets Rotation Strategy:
The Eight Baskets Rotation Strategy allocates client assets among eight asset classes: U.S. Stocks, Foreign Stocks, U.S. Bonds, Foreign Bonds, Cash/Short-Term Bonds, Real Estate Investment Trusts, Commodities and Precious Metals. Client assets are invested in Exchange Traded Funds (ETFs) that represent the baskets in varying percentages. The strategy utilizes a combination of core strategic & rotational overweighting/underweighting of key holdings.
Optimus Eight Baskets Tactical Strategy:
This strategy already has a 10-year live track record among our private client base, but has been launched as a Separately Managed Account (SMA) now available to the public. The Eight Baskets Tactical Strategy allocates client assets among eight asset classes: U.S. Stocks; Foreign Stocks, U.S. Bonds, Foreign Bonds, Cash/Short-Term Bonds, Real Estate Investment Trusts, Commodities and Precious Metals. Client assets are invested in Exchange Traded Funds (ETFs) and actively-managed Mutual Funds that represent the baskets in varying percentages. The strategy has a broad mandate and may use any combination of technical, economic, rotation & volatility measures. The percent allocation to each basket varies considerably.
For more information about the new strategies, please visit the Investment Strategies page http://www.optimusadvisory.com/investment-strategies/. There (under the "Multi-Strategy" & "Rotation" tabs) you will find factsheets for each strategy that include detailed descriptions as well as the live and backtested performance numbers. All strategies offer daily liquidity.
Optimus Advisory Group manages several SMAs designed to provide superior risk-adjusted returns over a full market cycle while maintaining a low-correlation to traditional market indices. Our SMAs are available via Placemark's UMA platform at the following custodians:
Optimus Advisory Group
Steve Rumsey: Chief Investment Officer
6 Venture, Suite 200
Irvine, CA 92618
Advisors/Media: To sign-up for emailed market commentary, announcements & performance updates, visit: http://optimusadvisory.com/advisor-services/.