We assume that worst case scenarios will potentially happen and design strategies that attempt to capitalize on significant market dislocations. We simultaneously understand that markets are normally profitable and position portfolios to gain along with markets .
By addressing market challenges with portfolio construction and investor guidance, we hope to improve results and improve our client’s sense of well-being.
Toews Firm Overview
Defensive Alpha
Our Defensive Alpha portfolios aim to reduce market drawdowns without sacrificing participation in rising markets. These strategies seek to invest in a global allocation of market blend indices during rising markets, but attempt to exit to defensive, low volatility stocks in the early stages of market declines. When markets rebound, the portfolios are expected to return to a growth posture.
Toews has a GIPS verified, 20 year history executing tactical models across equity and fixed income portfolios.
Unconstrained Tactical
Our Unconstrained Tactical strategies attempt to track global allocations of market blend indices during rising markets, but seek to exit to cash or more stable fixed income assets as prices start to move lower. When markets begin to rebound, the portfolios attempt to return to fully invested positions. Because these strategies seek to exit to cash, they are a means of attempting to gain access to above inflation returns with robust loss avoidance.
Toews has a GIPS verified, 20 year history executing tactical models across equity and fixed income portfolios.
Tactical Fixed Income
Our fixed income portfolios attempt to tactically allocate assets among High Yield, Aggregate, TIPS, and/or Short Duration Bonds. Our objective is to improve yields and to mitigate interest rate and inflation risks.
Toews has a GIPS verified, 20 year history executing tactical models across equity and fixed income portfolios.