Global Allocations Strategy

Strategy Overview

The Timber Point Global Allocations Strategy seeks superior risk-adjusted returns by allocating capital across a wide variety of asset classes.

GTA 1

Directional, global macro strategy incorporating equities, debt, commodities, currencies and market hedging tools

GTA 2

Tactical yet disciplined, repeatable investment process designed to adjust to an ever-changing market environment

GTA 3

Integrated asset allocation, portfolio implementation and risk management processes

GTA 4

Accessible via SMA and Mutual Fund

Tree Moving Background2020-04-23 13-48-55-735-1 copy-1

2008

Inception Date

5.73%

10 Year Annualized Return (11/30/2020)

0.7

Beta vs S&P 500

10.6

Standard Deviation

Timber Point Capital Management Global Allocations Strategy Materials

Timber Point's Global Allocations Strategy seeks superior risk-adjusted returns by allocating capital across a wide variety of global asset classes.

The strategy achieves this through:

  • Directional, global macro strategy incorporating global equities, debt, commodities, currencies or market hedging tools
  • Tactical yet disciplined, repeatable investment process designed to adjust to an ever-changing market environment
  • Integrated asset allocation, portfolio implementation and risk management processes
Asset 11

Fact Sheet

Most recent strategy returns, key statistics, exposures and holdings related data.

Download
Presentation-1

Investor Presentation

Overview of our investment universe, philosophy, process and portfolio characteristics.

Download
Analytics

Analytics

Comprehensive analysis of returns and various performance-related statics since inception.

Download
Tree Moving Background2020-04-23 13-48-55-735-1 copy
Commentary Transparent

Q4 2020 Market Outlook

A very successful competitor asset manager in Boston famously produces a periodic report where they forecast expected real returns of various asset classes for the subsequent seven years. This report is often cited in the financial press and is held by many to be the standard of prudent long term thinking about opportunities across various investments and where wise, forward looking investors should allocate their monies. Unique asset classes are very often favored while run of the mill asset classes, such as US large cap stocks and bonds, are typically viewed as unattractive....

Read More