Insights

We believe every portfolio should include systematic, defensive and diversifier strategies designed to improve long-run performance.

Investors are often best off targeting returns that match their risk tolerance. Balanced portfolios of stocks, bonds, real estate, and other traditional asset classes go a long way toward achieving that reasonable mix of risk and return. These investments also allow investors to benefit from new innovations and participate in economies’ tendency to grow. But when economies are stressed, traditional asset classes tend to suffer. Diversifier investments are specifically designed to behave differently from traditional asset classes, potentially supporting portfolios in challenging environments.

Counterpoint Funds’ strategies operate within this diversifier category. Their objective is to enhance portfolio diversification and to help prevent investors from making emotional decisions when markets are stressed.

How We Invest

Systematic

Counterpoint targets the purest expression of our strategies’ long-run returns by following systematic processes. This systematic, statistical approach helps filter out discretionary, in-the-moment decisions.

Defensive

Counterpoint funds’ top priority is to help clients manage portfolio downside risk. All our strategies prioritize volatility reduction and preservation of client assets.


Diversifier

Counterpoint deploys unique strategies that seek to make unique contributions to client portfolios. We focus on absolute returns and limited correlation with traditional asset classes to maximize our strategies’ diversification benefit.

Factor Scoreboard

The Counterpoint Funds factor scoreboard displays returns to hypothetical stock
portfolios with exposure to different investment anomalies, or factors.

Related Perspectives






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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. 5516-NLD-09/01/2021    

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