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Enhancements to Inverse Trading Strategies  

For nearly 8 years, we've been managing strategies that utilize inverse funds. During that time, our inverse-only strategies, like Global Advantage, have consistently outperformed all other bear market funds due in large part to our thoughtful portfolio design and our willingness to rigorously test and enhance our systems.

Our inverse-only strategies are also an integral part of our three long/short strategies: Hedged Equity, World Hedged Equity, and Global Long/Short.

We recently concluded extensive research to improve our inverse fund trading methodology which has resulted in a few adjustments that we believe will provide stronger risk-adjusted results. These adjustments include quicker exit triggers along with using additional inverse funds such as Nasdaq 100, Dow, and China.

New line-up of inverse fund categories for 2018:
  • Inverse US Large Cap
  • Inverse Japan
  • Inverse Latin America
  • Inverse Precious Metals Equities
  • Inverse Real Estate Equities
  • Inverse Energy Equities
  • Inverse Nasdaq 100
  • Inverse China
  • Inverse US L/T Government Bonds
  • Inverse US Dollar
These changes are being implemented this month, so for those utilizing any of our long/short or inverse-only strategies, you should be seeing the results immediately.

To learn more about these changes, please feel free to contact us directly.
Optimus Advisory Group manages liquid tactical and alternative investment strategies that meet the needs of our clients.  We use a disciplined, quantitative methodology to build and manage our portfolios.  Over a full market cycle, these strategies are designed to provide superior risk-adjusted returns while maintaining a low-correlation to traditional market indices.

All strategies are net results after subtracting a 1.50% annualized fee.
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Disclosures

The performance results shown include the reinvestment of dividends and other earnings. Comparison of the Optimus Advisory Group Programs to any other indices is for illustrative purposes only and the volatility of the indices used for comparison may be materially different from the volatility of the Optimus Advisory Group Programs due to varying degrees of diversification and/or other factors. Different types of investments involve varying degrees of risk and there can be no assurance that any specific investment will be profitable. Optimus Advisory Group does not make any representation that the Optimus Advisory Group Programs will or are likely to achieve returns similar to those shown in the performance results in this presentation. Optimus Advisory Group reserves the right to trade different funds within their models.   
 
The historical S&P performance results (and those of all other indices and index funds used as proxies for indices) are provided exclusively for comparison purposes only, so as to provide general comparative information to assist an individual client or prospective client in determining whether the performance of the Optimus' portfolio meets, or continues to meet, his/her investment objective(s). It should not be assumed that any Optimus portfolio holdings will correspond directly to any such comparative index.    
 
Different types of investments and/or investment strategies involve varying levels of risk, and there can be no assurance that any specific investment or investment strategy (including the investment strategies devised or undertaken by Optimus Advisory Group) will be profitable for a client's or prospective client's portfolio. All performance results have been compiled solely by Optimus Advisory Group and have not been independently verified.   
 
The Optimus performance results do not reflect the impact of taxes.


Advisory Services offered through Optimus Advisory Group, a registered Investment Advisor.