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.
- 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: Morningstar Moderate Target Risk Index
Morningstar Peer Group: Tactical Allocation
This strategy is also available as a mutual fund. Please click here to learn more.
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.
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