APTO –Global Tactical Asset Allocation Strategy

Key Characteristics

APTO (Latin for “adapt”) seeks to provide capital appreciation in up markets and capital preservation in down markets by implementing a proprietary portfolio construction methodology that systematically adapts to changing market conditions and capitalizes on global market trends.
  • Flexible
    The “go‐anywhere”, tactical strategy has a goal of outperforming the benchmark over rolling 3‐year periods.
  • Rules‐Based
    Unique portfolio construction process where market forces determine the asset allocation, eliminating emotion from the decision making process.
  • End Result
    The portfolio owns the most attractive Global Asset Classes and Sectors at any given time; no “waiting” in cheap or out of favor groups to come back en vogue. The elegance of the systematic process provides the highest probability for success.
About Us
3rd Quarter 2020 Update
*There are 76 managers with GTAA strategies, 7 with a 10-Year history, 43 with a 5-Year history. Please contact us if you would like to learn more.

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