Fact Sheets for Brookstone Advisors
Download the latest fact sheets for TCM strategies. Updated monthly.
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Strategy
Description
Fact Sheet
GIPS Report
Tactical Beta
Tactical Beta seeks to participate meaningfully in U.S. equity market gains while using risk-responsive tactical hedging to mitigate the impact of severe market declines.
Tactical Q
Tactical Q seeks to participate meaningfully in large-cap growth equity market gains while using risk-responsive tactical hedging to mitigate the impact of severe market declines.
Tactical EM
Tactical EM seeks to participate meaningfully in emerging-market equity gains while using risk-responsive tactical hedging to mitigate the impact of severe market declines.
Legacy Navigator
Legacy Navigator seeks long-term growth through a diversified portfolio that can adjust its positioning as market opportunities and risks change, with the goal of mitigating the impact of severe market declines.
Alpha Seeker
Alpha Seeker seeks attractive long-term returns through a flexible investment approach that uses long/short beta adjustment while offering the potential for crisis alpha during severe market declines.
TCM claims compliance with the Global Investment Performance Standards (GIPS®) and has prepared and presented these reports in compliance with the GIPS standards. TCM has been independently verified for the periods April 1, 2019 through December 31, 2024. The verification report is available upon request. GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.