RISK MANAGED EQUITIES
Seeks meaningful upside exposure while retaining defense against severe declines.
Tactical Q seeks to participate meaningfully in Nasdaq 100 market gains while using risk-responsive tactical hedging to mitigate the impact of severe market declines.
Tactical Q
How Tactical Q Works
Monitor
The Volatility Dashboard tracks market and volatility indicators for signs that risk conditions may be changing.
Evaluate
When conditions shift, the strategy assesses whether reducing equity exposure or adding tactical hedges may be warranted.
Respond
As risk increases, the strategy may reduce equity exposure and add tactical VIX hedges to help mitigate the impact of severe market declines.
Rebalance
As risk subsides, tactical hedges may be reduced and equity exposure increased toward more typical levels.
Where Tactical Q May Fit
For investors seeking meaningful Nasdaq 100 exposure while retaining defensive flexibility.
Who it may be for
Tactical Q may fit investors seeking a core U.S. growth equity allocation with a more responsive approach to risk than traditional Nasdaq 100 exposure. It can serve as a risk-managed growth equity sleeve within a broader portfolio.
Strategy Objectives
The strategy seeks meaningful participation in Nasdaq 100 growth while dynamically adjusting exposure and adding tactical VIX hedges when our signals indicate elevated risk. The goal is to improve the investment path over time while preserving the strategy’s long-term equity role.
Strategy Highlights
- ✓ Seeks to reduce the severity of market crisis events.
- ✓ Seeks meaningful participation in favorable equity markets.
- ✓ Uses a systematic, rules-based risk management process.
- ✓ Provides transparent positioning with daily exposure data.
- ✓ Uses liquid index ETFs and VIX ETPs for implementation.
Key Facts
| Inception | 5/1/2020 |
| Strategy Type | Risk Managed Equity |
| Benchmark | Nasdaq 100 Index |
| Typical Net Equity Exposure | 80% to 120% |
| Hedge Instrument | VIX ETPs |
| Rebalance Frequency | Daily |
How we put it all together
Our Volatility Dashboard combines these and other signals into a single framework that helps guide our hedging decisions. Learn more about our philosophy and process.