Why use Tactical Management in Your Portfolio?

At TFA, we believe there are two primary reasons to include tactical investment management in one’s portfolio.

At TFA, we believe there are two primary reasons to include tactical investment management in one’s portfolio.

  • To Manage the Risk of Severely Negative Market Cycles
  • To Generate Alpha – or Outperformance versus the Benchmark

First is the concept of managing risk. To understand the gist of this, ask yourself the following question: Do you really want to stay fully invested in stocks the next time the market declines of 30%, 40% or more? Or would you prefer to at least try and lose less the next time the bears come to call?

It’s been our experience that, if given a choice, most investors would prefer to try and lose less during those nasty bear market periods – instead of just sitting there and watching huge declines occur.

Thus, TFA believes that tactical, risk-managed funds should be a part of every investor’s portfolio.

Take the next step with TFA