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 11/30/2020

    Long/Short % of Allocation
Core Allocation (40%)
Hedged Equity   Long 12.16%
US Large Cap Stocks   Long 9.76%
Emerging Markets   Long 6.94%
Tactical Allocation (22%)
High Yield   Long 6.18%
US Recovery Basket   Long 5.45%
Tattooed Chef - Warrants   Long 1.68%
Hedges Allocation (38%)
Managed Futures   Long 16.69%
Cash   Long 2.53%
Gold   Long 2.03%
NY Real Estate   Short -2.06%

 

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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.

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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

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....

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