CINCINNATI, OH, August 26, 2021 – Tactical Fund Advisors (“TFA”) a SEC-registered investment advisor, today announced that it has added a sixth mutual fund to their TFA family of funds.
The Tactical Fund Advisors ‘AlphaGen Growth Fund’ (ticker TFAGX) seeks to provide capital appreciation with a secondary objective of capital preservation by using diversification techniques across multiple investing strategies, methodologies, and managers alongside a robust risk management and strategy allocation framework that is designed to enhance upside participation during bull markets while possibly preserving capital during unfavorable periods.
The TFA AlphaGen Growth fund is sub-advised by Heritage Capital Advisors, LLC. With decades of portfolio development and risk management experience including access to a deep bench of contracted managers and strategies, Heritage is distinctly qualified to manage the fund’s dynamic portfolio strategy. Heritage has also co-sub-advised Tactical Fund Advisors’ Allocation funds beginning in January 2021.
“My co-manager, Mr. Jeff Pietsch JD CFA, and I are honored to have been selected to manage TFA’s new dynamic, risk managed growth fund. As the name implies, our goal is to generate alpha (1) by employing a modernized approach to portfolio management, which includes multiple investing methodologies, strategies, managers, and time frames – all in a single fund. We believe this type of increased diversification is unique in the tactical investing space and will serve shareholders well in both good and bad market environments.” Says Dave Moenning of Heritage Capital Advisors, LLC.
CEO and President of Tactical Fund Advisors, Drew Horter has been working hand in hand with the team at Heritage Capital Advisors, LLC for over 6 months now and says “We welcome the experienced team of Jeff Pietsch JD CFA and David Moenning to the TFA tactical management group. As the Co-Managers of TFA AlphaGen Growth Fund, we look to be more aggressive in up markets combined with risk management during volatile times and Bear Markets. We anticipate this fund will meet the needs of many advisors and their clients.”
With a correction potentially looming, the team at TFA believes they are strongly positioned to stand out.
TFA Funds
The family of TFA Mutual Funds is currently comprised of five funds; three multi-manager allocation funds were launched in June of 2019 followed by two single-manager funds in May of 2020. The Funds share the goal of delivering consistent, long-term results while maintaining the ability to dynamically adapt to changing risk-reward environments. Unlike many mutual funds that are fully invested and do not go risk off to cash or treasuries, tactical funds are actively managed on a daily basis to shift asset allocations as market conditions change in an effort to reduce risk and achieve investment objectives.
The TFA funds are now available to investors nationwide through the financial advisors, wealth managers, and other intermediaries who serve them. TFA serves as Fund Advisor to the family of multi-manager and single-manager TFA funds:
- Tactical Growth Allocation Fund (TFAFX, TFAEX), Tactical Moderate Allocation Fund (TFAUX, TFAMX), and Tactical Conservative Allocation Fund (TFAZX, TFALX) – The multi-manager allocation funds seek to provide capital appreciation and are sub-advised by three unaffiliated managers, each utilizing their own management style for their portion of the Funds.
- TFA Multidimensional Tactical Fund (TFADX) and TFA Quantitative Fund (TFAQX) – The single manager funds share the goal of capital appreciation but are sub-advised by two different unaffiliated managers, whom utilize different management styles for their respective Funds.
Investors should consider the investment objectives, risks, charges and expenses of the Fund carefully before investing. The prospectus contains this and other information about the Fund. You may obtain a prospectus at tfafunds.com or by calling the transfer agent at 833-974-3787. The prospectus should be read carefully before investing.
The funds are distributed by Ultimus Fund Distributors, LLC, member FINRA/SIPC. There is no affiliation between Ultimus Fund Distributors, LLC and Tactical Fund Advisors, LLC.(“FINRA/SIPC”)
Tactical Fund Advisors, LLC, located at 11726 Seven Gables Rd, Symmes Township, Cincinnati, OH 45249, is an investment adviser registered with the Securities and Exchange Commission (SEC). Registration with the SEC as an investment adviser should not be construed to imply that the SEC has approved or endorsed qualifications or the services Tactical Fund Advisors, LLC offers, or that its personnel possess a particular level of skill, expertise or training. Additional information about Tactical Fund Advisors is available on the SEC’s website at www.adviserinfo.sec.gov.
As with all mutual funds, there is the risk that you could lose all or part of your investment in the Fund. The Fund may not achieve its investment objective and is not intended to be a complete investment program. Many factors affect the Fund’s net asset value and performance. Diversification does not ensure a profit or guarantee against loss. The adviser’s judgments about the growth, value or potential appreciation of an investment may prove to be incorrect or fail to have the intended results, which could adversely impact the Fund’s performance and cause it to underperform relative to other funds with similar investment goals or relative to its benchmark, or not to achieve its investment goal.
Diversification does not ensure a profit or guarantee against loss. The adviser’s judgments about the growth, value or potential appreciation of an investment may prove to be incorrect or fail to have the intended results, which could adversely impact the Fund’s performance and cause it to underperform relative to other funds with similar investment goals or relative to its benchmark, or not to achieve its investment goal.
1. Alpha (α) is a term used in investing to describe an investment strategy's ability to beat the market, or its "edge." Alpha is thus also often referred to as “excess return” or “abnormal rate of return,” which refers to the idea that markets are efficient, and so there is no way to systematically earn returns that exceed the broad market as a whole. Alpha is often used in conjunction with beta (the Greek letter β), which measures the broad market's overall volatility or risk, known as systematic market risk
