Who We Are

We believe a consistent, systematic approach to investing and managing downside risk can drive long-term portfolio performance.

coun•ter•point
/’koun(t)er, point/


NOUN:

  1. A structured approach to composition which manages the interaction between two or more elements.
  2.  

  3. An argument, idea, or theme used to create a contrast with the main element.

Like a piece of music, an investment portfolio is strengthened and enriched by the inclusion of diverse elements that contrast with one another but create harmony and order out of difference. Components of an investment portfolio that behave in unique ways have potential to create resilience in a variety of economic environments.

A systematic or rules-based approach helps to maximize an investor’s opportunity to seize on the advantages associated with alternative strategies that provide a counterpoint to traditional asset allocation models.

How We Invest

Systematic

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

Defensive

Counterpoint funds’ top priority
is to help clients manage portfolio downside risk, and all Counterpoint strategies include risk management processes designed to mitigate volatility and preserve client assets.

Diversifier

Counterpoint develops unique strategies that make differentiated contributions to portfolios. We focus on absolute returns and limited correlation with traditional asset classes  attributes that can strengthen portfolios.

Recent Perspectives

Factor Strategies March to a Different Beat

Many investors agree: Active strategies that try to beat the stock market have periods where they perform well (contributing to outperformance) and periods where they perform poorly (contributing...

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STAY CONNECTED

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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