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Competitive Analysis
Optimus Strategies vs. Peers:  Equities-Based Alternative Strategies
July 6th, 2012
 
Greetings!

  

Optimus vs. Peers 

 

This is the 2nd part of a multi-part series showing Optimus strategies vs. our peers. Watch for each email as we provide helpful information we use to analyze our strategies.

 

The graphs below show the performance of Optimus strategies and our peers from July 1, 2009 through March 31, 2012.  We are using this time period to show returns for the strategies after the big initial thrust from the March 2009 lows.  Also of note is that with the Optimus strategies represented, their performance lines are a mix of hypothetical and live trading results.

 

Peer Analysis Part II - Equities-Based Strategies Category

 

Subcategory:  Maximum 100% long stocks (Long-Only & Long-Short) 

 

US Eq Peers Cat

(Growth of $100,000)

 

The thick line represents our Optimus US Equities Bull/Bear Strategy, whereas the thin lines represent our peers.  Our peers are represented by three equities-based Long-Only strategies and one equities-based Long-Short strategy.  Our US Equities Bull/Bear Strategy has outperformed its peers and benchmark by a wide margin.  Also, note that the majority of our peers are actually flat during this past cyclical bull market period. 

 

Since this focused (non-diversified) strategy can go long or short equities and can be up to 100% invested in stocks, we do recommend an allocation no greater than 15%.

 

 

Subcategory: Optimus Strategy is maximum 25% to 75% long stocks (Long-Only & Long-Short)

 

This graph shows three Optimus Allocation Strategies with thick lines and peers with thin lines.

 

Alloc Peers Cat

(Growth of $100,000)

 

Again, our peers are represented by three equities-based Long-Only strategies and one equities-based Long-Short strategy. All of our diversified (four Optimus strategies in one) Allocation Strategies have outperformed their peers and benchmarks.  Keep in mind that this happened during a cyclical bull market when all of our peers can go 100% stocks and our Allocation Strategies are limited to 25% - 75% stocks.

 

Just a quick glance at the chart above clearly shows the difference between the relatively smooth lines of the Optimus Strategies versus the erratic, wild swings of their peers.  By using multiple Optimus Strategies in each Allocation, we are able to drastically reduce the volatility of each model, while at the same time harnessing the performance potential from each individual strategy.

 

Be sure to watch for the next installment of our Peer Analysis series.  Next, we'll be taking a look at our unique, short-only absolute return strategies.  Unlike all of their peers, the Optimus Advantage (Short-Only) Strategies are up strongly during this same cyclical bull market.  How can that be?  Stay tuned.

 

If you are looking for the potential for strong performance with low-to-negative correlation to both the stock and bond markets, our Optimus Strategies may be just what you're looking for.

 

For more information regarding these or any of our other strategies, please scroll back up to the top and click on our advisor-only webpage link.

Optimus Advisory Group's Mission
At Optimus Advisory Group, we're trying to meet the Investment Advisor's need for liquid alternative investment strategies.  
 

For more information about any of our programs, please contact us.  You may also download the factsheets for any of our alternative investment strategies by scrolling back up to the top and clicking the advisors-only webpage link.  Each factsheet contains disclaimers and disclosures for each model.

 

Thank you for your interest in our liquid alternative investment strategies.  We'll continue to keep you informed as we move forward.

 

Sincerely,

 


Steve Rumsey

Chief Investment Officer
Optimus Advisory Group

(949) 727-4734

 

Advisory services offered through Optimus Advisory Group,
a registered investment advisor.

 

Disclosures

The performance results shown include the reinvestment of dividends and other earnings. Comparison of the Optimus Advisory Group Programs to any other indices is for illustrative purposes only and the volatility of the indices used for comparison may be materially different from the volatility of the Optimus Advisory Group Programs due to varying degrees of diversification and/or other factors. Different types of investments involve varying degrees of risk and there can be no assurance that any specific investment will be profitable. Optimus Advisory Group does not make any representation that the Optimus Advisory Group Programs will or are likely to achieve returns similar to those shown in the performance results in this presentation. Optimus Advisory Group reserves the right to trade different funds within their models.
 

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance will be profitable, or equal to any corresponding historical index. The S&P 500 Composite Index (the "S&P") is a market capitalization-weighted index of 500 widely held stocks often used as a proxy for the stock market. Standard & Poor's chooses the member companies for the S&P based on market size, liquidity, and industry group representation. Included are the common stocks of industrial, financial, utility, and transportation companies. The historical performance results of the S&P (and those of all indices) do not reflect the deduction of transaction and custodial charges, nor the deduction of an investment management fee, the incurrence of which would have the effect of decreasing indicated historical performance results. The S&P is not an index into which an investor can directly invest. The historical S&P performance results (and those of all other indices and index funds used as proxies for indices) are provided exclusively for comparison purposes only, so as to provide general comparative information to assist an individual client or prospective client in determining whether the performance of the Optimus' portfolio meets, or continues to meet, his/her investment objective(s). It should not be assumed that any Optimus portfolio holdings will correspond directly to any such comparative index.
 

Different types of investments and/or investment strategies involve varying levels of risk, and there can be no assurance that any specific investment or investment strategy (including the investment strategies devised or undertaken by Optimus Advisory Group) will be profitable for a client's or prospective client's portfolio. All performance results have been compiled solely by Optimus Advisory Group and have not been independently verified.
 

The Optimus performance results do not reflect the impact of taxes.