San Diego, California-January 23, 2022- Counterpoint Funds, a quantitative mutual fund and ETF provider specializing in defensive diversifier strategies, today announced that the
As we near the end of 2022 we thought it would be helpful to remind investors why diversifier strategies matter. No strategy works all
Some investors have shown increased interest in long-short equity strategies amid a down year for stocks and bonds. But proper diligence requires more
Top holdings within a portfolio are often shorthand for how a manager thinks about stocks. If the ten holdings are cheap, we’re probably
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
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
While some politicians and market commentators have called recent inflationary pressures transitory, it’s by no means clear we are out of the woods.
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
Investors that seek to boost investment income might consider tactical high yield strategies, as they have historically offered attractive cash flows and a
In simple univariate tests, the disposition effect for a stock nearly disappears if the portfolio is at a gain. We find a large
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
As interest rates hit record lows, some investors argue that bonds are no longer a useful diversification tool. Howard Lindzon of StockTwits and
When considering an investment for inclusion in a portfolio, it can be helpful to look at a few summary statistics. Annualized Return gives
Diversifier strategies seek to strengthen portfolios by functioning as a separate asset class, distinct from stocks and bonds. They target investment returns that
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,
Allocating to a trend-following strategy in high yield credit can improve both portfolio risk and return compared with traditional buy-and-hold strategies. This finding
Trend-following strategies applied to high yield corporate and municipal credit may allow investors to mitigate the downside while seeking reasonable returns. In this
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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