Global Allocations Strategy

Strategy Attributes

GTA 5

Dynamically Managed Global Multi-Asset Portfolio

Tactical and flexible, adjusting to a changing economic and investment environment
GTA 6

Risk-Balanced Approach

Aims to achieve attractive rates of return with acceptable levels of risk
GTA 7

Risk Management

Incorporates drawdown control and volatility targeting to help manage risk without the use of leverage

 

Allocation Framework

As of 1/31/2021

    Long/Short % of Allocation
Core Allocation
Hedged Equity   Long 11.69%
Global Equity   Long 6.90%
US Large Cap Stocks   Long 6.44%
Tactical Allocation
Tattooed Chef - Warrants   Long 4.12%
US Recovery Basket   Long 4.08%
Credit Closed-End Funds   Long 2.76%
Hedges Allocation
Managed Futures   Long 16.1%
Cash   Long 13.98%
Timber Point Alt Income   Long 7.06%
Vix ST Futures   Short -2.38%

 

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2008

Inception Date

6.00%

10 Year Annualized Return (1/31/2021)

0.69

Beta vs S&P 500

10.24

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.

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Presentation-1

Investor Presentation

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

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Analytics

Analytics

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

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Commentary Transparent

Q1 2020 Market Outlook

It goes without saying that 2020 was a historic year. The COVID-19 crisis which increasingly swept the world, had a dramatic impact across all aspects of society and life including economic life; resulting in the most bewildering and astonishing year reflected in the most amazing and extraordinary chart I’ve seen in my 30 odd years of following economies and markets. How about that for hyperbole?!?...

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