Counterpoint Tactical Equity

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CPIEX Posts Continued Strong Performance in 2022

San Diego, California-January 23, 2022- Counterpoint Funds, a quantitative mutual fund and ETF provider specializing in defensive diversifier strategies, today announced that the Counterpoint Tactical

What Are Your Top 10 Holdings?

Top holdings within a portfolio are often shorthand for how a manager thinks about stocks. If the ten holdings are cheap, we’re probably dealing with

Meme Stocks: How Do You Like Your Odds?

Meme Stocks: How Do You Like Your Odds?

As a group, meme stocks underperform the rest of the stock market, except in brief, exhilarating periods of outperformance. The long-term risk-reward profile of meme

What Do You Gain by Holding Cash?

While some politicians and market commentators have called recent inflationary pressures transitory, it’s by no means clear we are out of the woods. Economic data

Managing Risk in a Post-YOLO Market

In 2020, innovation-focused visionaries and YOLO option traders on Reddit message boards were an unmistakable force in the U.S. stock market. Unprofitable tech companies and

ESG Stocks Are Actually Just Expensive Stocks

ESG Stocks Are Expensive

Environmental, social, and governance (ESG) stock investing strategies are designed to make the world a better place by investing in companies that rate highly on

One for the TINAs

One For the TINAs

We have information for investors who are rightly skeptical of today’s bond market and tilting their portfolios toward stocks. What we’re offering is unconventional, and

Why Diversifier Strategies Matter

Diversifier strategies seek to strengthen portfolios by functioning as a separate asset class, distinct from stocks and bonds. They target investment returns that are traditionally

Analysts and Anomalies

Analysts’ price targets and recommendations contradict stock return anomaly variables. Using an index based on 125 anomalies, we find that analysts’ annual stock return forecasts

Add A Dash Of Tactical

The life of the investment advisor is full of challenges. Robo-advisors, indexing, and other low-cost options have entered the market, and clients are increasingly prepared

How to Shelter from Macro Shocks

Amid recent sharp daily declines in broad U.S. stock indices, advisors and portfolio managers are once again preparing their clients for possible sharp declines in

Bigger Isn’t Always Better

Markets always find new ways to challenge investors.  In a difficult environment for quantitative factor-driven strategies, merely having factor diversification, substantial portfolio exposure to short

Where Factor Investing Has Worked

Counterpoint Tactical Equity and Counterpoint Long-Short Equity funds are built on confidence in the advantages of adding international names to our multifactor long-short stock portfolios.


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 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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