
Why The 60-40 Portfolio Doesn’t Always Work as Advertised
Editor’s note: This perspective was originally published in July 2024. It has been updated with drawdown data through December 31, 2025. The core

Editor’s note: This perspective was originally published in July 2024. It has been updated with drawdown data through December 31, 2025. The core

U.S. fixed income markets have delivered modestly positive year-to-date returns in 2026, supported primarily by elevated starting yields and early-year price appreciation as

San Diego, CA – Counterpoint Funds, LLC (“Counterpoint”) today announced a strategic relationship with LPL Financial, providing the firm’s exchange-traded funds access to

At Counterpoint, we’ve been championing diversifier strategies for a while now—like the wise old friend who keeps reminding you to bring an umbrella

Year-ahead commentary is challenging for us: We don’t have a crystal ball, and we believe predictions contribute more to investment mistakes than outperformance.

San Diego, California – February 11, 2025 – Counterpoint Funds, a quantitative mutual fund and ETF provider specializing in diversifier strategies, today announced

Year-ahead commentary is challenging for us: We don’t have a crystal ball, and we believe predictions contribute more to investment mistakes than outperformance.

San Diego, California – October 25, 2024 – Counterpoint Funds, LLC, an investment adviser to quantitative mutual funds and exchange traded funds (“ETF”)

How should an investment advisor think about building a portfolio for clients? Or how should an investor think about building a portfolio for

“Challenging,” is how we’ve heard several investors describe the post-COVID investment landscape. Many investors have been caught wrong-footed over the past few years

San Diego, California – April 15, 2024 – Counterpoint Funds, a quantitative mutual fund and ETF provider specializing in defensive diversifier strategies, today

As we pass the start of 2024, the dance of inflation and changing interest rates continues to be top of mind for many

Year-ahead commentary is challenging for us: We don’t have a crystal ball and we believe predictions contribute more to investment mistakes than outperformance.

San Diego, California – October 31, 2023 – Counterpoint Funds, a quantitative mutual fund and ETF provider specializing in defensive diversifier strategies, today

Many investors have been wondering about what place high yield (or investments with high yield exposure, such as high yield trend following strategies)

Given the volatility that has marked the first half of 2023, we wanted to briefly address how advisors can help clients balance opportunities

Some investors seem to be having a difficult time making definitive decisions so far in 2023. Conventional wisdom holds that a long-term strategic

San Diego, California – May 1, 2023 – Counterpoint Funds, a quantitative mutual fund and ETF provider specializing in defensive diversifier strategies, today
Mutual Funds involve risk including the possible loss of principal. Investors should carefully consider the investment objectives, risks, charges and expenses of the funds managed by Counterpoint Funds. This and other important information about the funds is available in their prospectuses, which can be obtained at counterpointfunds.com or by calling 844-273-8637. The prospectuses should be read carefully before investing. The Counterpoint Funds fund family is distributed by Northern Lights Distributors, LLC member FINRA/SIPC. To reach the Counterpoint sales team, please refer to our contact page.
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