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
The 60-40 stock & bond allocation is widely considered the classic diversification play to help buffer portfolios during periods of market stress. The
Watch Chief Investment Officer & Partner, Michael Krause and Daniel Krause, Head of Sales & Partner at Counterpoint Funds, provide a summer performance
Watch Chief Investment Officer & Partner, Michael Krause and Daniel Krause, Head of Sales & Partner at Counterpoint Mutual Funds, provide a winter
Many investors have been wondering about what place high yield (or investments with high yield exposure, such as high yield trend following strategies)
Watch Chief Investment Officer & Partner, Michael Krause and Daniel Krause, Head of Sales & Partner at Counterpoint Mutual Funds, provide a spring
Some investors seem to be having a difficult time making definitive decisions so far in 2023. Conventional wisdom holds that a long-term strategic
After more than a decade of near-zero returns on short-term high quality investments like money market funds, short-term treasuries, and CDs, many investors
By now it’s more-or-less official: Rising interest rates are part of the foreseeable future. Current inflation figures, recent central bank commentary, and continued
Tactical high yield strategies historically have been shown to improve long-run portfolio returns and risk. When used alongside traditional 60-40 stock-and-bond allocations, tactical
Tactical high yield strategies have historically shown an ability to mitigate drawdowns while boosting fixed income returns, but no strategy is perfect in
A rapid spike in interest rates to start 2021 has prompted many investors to rethink their approach to core fixed income. Today, US
Investor confidence for most has been shaken in recent months amid a rise in long-term interest rates and a pullback in the tech
Diversifier strategies seek to strengthen portfolios by functioning as a separate asset class, distinct from stocks and bonds. They target investment returns that
[We open on the interior of an office, where a single investment professional sits at a trading station. The NARRATOR enters stage right.]
The addition of tactical trend following in fixed income can greatly benefit a traditional stock-and-bond portfolio. In How To Shelter from Macro Shocks,
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.
20250121-4174925
We’ve received your request for the featured event collateral. A Counterpoint Funds team member will be in touch shortly.
Subscribe to stay up to date on and receive our monthly perspective.
We’ve received your meeting request and a Counterpoint Funds team member will be in touch shortly.
Subscribe to stay up to date on and receive our monthly perspective.
We’ve received your event registration request and will be in touch shortly.
Subscribe to stay up to date on Counterpoint Funds and receive our monthly perspective.
We have received your application and look forward to reviewing your qualifications for the role. If your application seems like a good fit, we will contact you to discuss next steps.
Thank you again for your application and interest in joining the Counterpoint team!
We’ve received your message. A Counterpoint Funds team member will contact you soon.
Subscribe to stay up to date and receive our monthly perspective.