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CMG Mauldin Smart Core Strategy

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Risk Profile: Moderate Growth

The CMG Mauldin Smart Core Strategy (MSC) is an opportunistic, multi-asset, multi-manager, investment strategy. MSC combines several independent active investment strategies into one portfolio. The investment objective is to seek global growth opportunities while maintaining a level of protection in down markets.

MSC believes a nimble approach is best suited to an environment of increased market volatility, high equity valuations, and ultra-low bond yields. The strategy has a broad global asset allocation mandate. Asset classes include equities, fixed income, and commodities utilizing systematic risk minded investment processes designed to identify favorable investment opportunities.

Benefits:

  • Diversify Trading Strategies: multi-strategy approach diversifies models, asset classes, time horizons and risk profiles.
  • Flexible approach that allows the portfolio to increase and decrease risk as market conditions change
  • Access to multiple trading strategies in one portfolio

Investment Objective:  Capital Appreciation

Suggested Portfolio Positioning:  Serves as a risk-managed multi-asset core investment

Suggested Allocation:  Typically represents 15-20% of a client’s portfolio

Benchmark: Global Allocation Benchmark — (32% S&P 500 Index TR, 21.6% FTSE World Ex-US Index TR, 21.6% ICE BofA Current 5 Year US Treasury Index, 14.4% FTSE World Government Bond Index Non-USD, and 10% Bloomberg Commodity Index TR)

Morningstar Peer Group:  Tactical Allocation

To learn more about MSC, click here to watch John Mauldin, Steve Blumenthal, and Steve Cucchiaro talk about the opportunity.

To sign up for updates regarding MSC, click here.  By signing up, you will receive a copy of John’s white paper: Mauldin Smart Core: Investing During the Great Reset.

Past performance is no guarantee of future returns.

Want to continue the conversation?

Call us at (800) 891-9092. Or go to our contact form.

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