Gradient Tactical Rotation

The Gradient Tactical Rotation (GTR) portfolio is a rules-based investment strategy designed to generate excess returns over global stock market indices. Equity markets around the globe often display wide dispersions of return over time. This creates the opportunity to make tactical investment decisions and rotate client funds to areas of strength around the globe.

The tactical investment process identifies broad geographic investment markets (and their subsectors) where price momentum is greatest. During periods of sustained negative decline in global stocks, the GTR can move 100 percent to cash. The portfolio utilizes a quantitative, two-factor approach in its tactical investment process and deploys a methodology that selects the most optimal global asset class sectors. The GTR is actively managed to maximize risk-adjusted return over full market cycles.