Global Long/Short Strategy Continues To Beat Its Benchmarks


Strategy Highlight - Optimus Global Long/Short: Optimus Global Long/Short is a blend of our Global Rotation and Global Advantage All Asset strategies. This "dynamic duo" combination features strong returns, low volatility, and built-in downside risk protection. The long-side of the strategy is currently overweight Low Volatility ETFs, while the short-side of the strategy patiently waits for profit opportunities in any of eleven different inverse funds. In fact, over the past 12 months, both the long-side and short-side of the strategy had positive results.

 

(Source: Morningstar & Optimus Advisory Group. Optimus Global L/S strategy results are net of fees as of January 31st, 2015.)

 

Strategy Description:

 

Long-Side (50% Optimus Global Rotation): Seeks to provide investors with the capital appreciation normally associated with a global mix of equities, while maintaining the ability to move to fixed income for downside risk protection.  This long-only ETF model can vary its equity investments from 0% to 100% of the portfolio, using monthly and quarterly rotations with an annual rotation overlay.

 

Short-Side (50% Optimus Global Advantage All Asset): Seeks to provide investors with an opportunity for gains during U.S. equities, foreign equities and U.S. Gov't bond market declines. The strategy uses eleven inverse mutual funds and ETFs that are based on U.S. equities, foreign equities and U.S. Gov't bonds.

 

 

To download fact sheets for any of our strategies, please click on this link.
  

(877) 885-7468

www.optimusadvisory.com 

[email protected] 

 

 

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Optimus Advisory Group's Mission

Optimus Advisory Group seeks to create liquid alternative and tactical investment strategies that meet the needs of our clients.  We use a disciplined, quantitative methodology to build and manage our portfolios.  Over a full market cycle, these strategies are designed to provide superior risk-adjusted returns while maintaining a low-correlation to traditional market indices. 

 

SMA / UMA / TAMP

 

Our strategies are available on the following platforms:

  • TD Ameritrade, Schwab, Fidelity & Pershing via Placemark's UMA platform 
  • TD Ameritrade Separate Account Exchange
  • Trust Company of America
  • FTJ FundChoice
  • Sawtooth Asset Management
  • FOLIOfn

Strategy License Agreement

Advisors wanting to directly manage their own client accounts can access our liquid alternative and tactical strategies through a Strategy License Agreement.  For a monthly asset-based fee, we will provide the trade instructions generated by our proprietary mathematical algorithms.

 

For more information about any of our programs, please contact us.  You may also download the fact sheets for any of our investment strategies on our website.  Each fact sheet contains strategy descriptions, performance results, backtesting research, disclaimers and disclosures for each model.

 

Thank you for your interest in our investment strategies.  We'll continue to keep you informed.

 

Sincerely,

 


Steve Rumsey

Chief Investment Officer 

Optimus Advisory Group
6 Venture, Suite 200

Irvine, CA  92618 

[email protected]

www.optimusadvisory.com 

(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.