Resources for Brookstone advisors
Strategy materials, performance information, market insights, and educational resources designed to help investors better understand TCM’s risk-responsive approach
Strategy Resources
Explore strategy fact sheets and supporting information across TCM’s investment strategies.
Risk Managed Equities
Tactical Beta
U.S. equity exposure with risk-responsive tactical hedging designed to mitigate severe market declines.
Tactical Q
Large-cap growth equity exposure with risk-responsive tactical hedging designed to mitigate severe market declines.
Tactical EM
Emerging-market equity exposure with risk-responsive tactical hedging designed to mitigate severe market declines.
Alternatives
Alpha Seeker
A differentiated equity strategy seeking attractive returns with the potential to generate crisis alpha during severe market declines.
Model Portfolios
Legacy Navigator
A diversified portfolio strategy designed to pursue long-term growth while seeking to mitigate severe market declines.
Strategy Performance
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| Strategy | Category | Benchmark | Month | YTD | 1 Year | 3 Year* | 5 Year* | 10 Year* | Inception* | Fact Sheet |
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*Figures over 1 year are annualized. Legacy Navigator net of 0.125% management fee. All other strategies net of 1% management fee. Alpha Seeker and Risk Managed Equities strategy returns are also available in the Morningstar Direct database.
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.