Optimus Advisory Group’s Tactical Short Strategy Continues to be Profitable During Bull Market

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Tactical short strategy, Global Advantage All Asset (1st Qtr 2013 +3.81%; latest 4 Qtrs +8.37%; gross of fees), is designed to make money in bull or bear markets, have deep negative correlation to the stock market, and only use liquid inverse funds from several asset classes.

You’ve been told ‘there’s always a bull market somewhere.’ I’m here to tell you that the converse is also true: ‘there’s always a bear market somewhere.’

Why tactical short?: A few years ago, the team at Optimus Advisory Group (http://www.optimusadvisory.com) discovered the opportunity for a tactical, short-only strategy to generate gains regardless of being in a bull or bear market. By having an absolute return view, the gains made during market declines would not be given back during the next bull move up.

Global Advantage All Asset, recently celebrated its one-year anniversary with these strong results:

1st Quarter 2013: +3.81%
Latest four quarters: +8.37%

(Performance numbers listed above are gross of fees).

These results were accomplished as the S&P 500 Index was hitting all-time highs.

Global Advantage All Asset only uses liquid inverse funds to take short-term positions against several asset classes within four distinct groups: US Equities Broad Markets, US Equities Sectors, Foreign Equities & US Treasuries. The strategy seeks to exploit the availability of a wide array of inverse funds by using everything from inverse REITs to Japan to 10-Year US government bonds.

Steve Rumsey, Chief Investment Officer and co-founder of Optimus Advisory Group, said, “Although most short-only funds perform very well during bear markets, they usually suffer large declines during subsequent bull markets. To reduce the risk of this problem, the Global Advantage All Asset Strategy is designed with an eye on absolute returns. Our goal is to offer very strong results during most significant market declines while also providing solid returns during extended bull markets. You’ve been told ‘there’s always a bull market somewhere.’ I’m here to tell you that the converse is also true: ‘there’s always a bear market somewhere.’”

Optimus Advisory Group has launched a 3-minute video series to visually explain each of their strategies. The first video to be released is on their tactical short strategy, Global Advantage All Asset. In order to understand how a tactical short-only strategy works and how it can be up, even during a bull market, please visit their website or click on the video link to their YouTube channel at http://youtu.be/As4ATv5BnTk.

Optimus Advisory Group manages several separately managed accounts (SMAs) designed to provide superior risk-adjusted returns over a full market cycle while maintaining a low-correlation to traditional market indices. Their SMAs are available on many custodial platforms. Visit their website for the latest information and fact sheets.

Optimus Advisory Group
Steve Rumsey: Chief Investment Officer
6 Venture, Suite 200
Irvine, CA 92618
(949) 727-4734

Advisors/Media: To sign-up for emailed market commentary, announcements & performance updates, visit: http://optimusadvisory.com/advisor-services/.

Past performance may not be indicative of future results. Different types of investments and/or investment strategies involve varying levels of risk, and there can be no assurance that any specific investment or investment strategy (including the investment strategies devised or undertaken by Optimus Advisory Group) will be profitable for a client's or prospective client's portfolio.

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