Portfolio Solutions

Strategy Performance

The Timber Point Capital Management Portfolio SolutionsSolutions seek superior risk-adjusted returns by allocating capital across a wide variety of global asset classes.

Performance

As of 11/30/2020

  MTD YTD 1 Year 3 Year 5 Year 10 Year

Since Inception*

TPCM Portfolio Solutions - Moderate 7.10% 1.42% 3.71% 3.98% 6.39% 5.51% 5.19%
Morningstar Allocation - 50% to 70% Equity 8.00% 7.81% 9.95% 6.78% 7.59% 7.40% 5.91%

*Strategy inception: 04/01/2005. Returns greater than 1-year are annualized

 

Growth of $10,000

 

        TPCM Portfolio Solutions (net)                  Morningstar© Allocation - 50% to 70% Equity

 

 

For more statistical information on the Timber Point Capital Management Portfolio Solutions Strategy Performance, please view our Analytics Report.

Learn More

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

2005

Since Inception

5.51%

10 year Annualized Return (1/30/2020)

0.82

Beta vs S&P 500

9.6

Standard Deviation

Timber Point Portfolio Solutions Strategy Materials

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

The strategy achieves this through:

  • Repeatable global asset allocation framework
  • A global portfolio solution that aims to achieve attractive returns at acceptable levels of risk
  • Integrated process of asset allocation, risk management and portfolio construction ensures consistency of portfolio returns relative to client objectives
  • Simple and transparent investment framework implemented with ETF's, Mutual Funds and individual stocks and bonds.
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
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