Bull Bear is a tactical ‘moderate growth’ strategy with the goal of systematically pursuing growth, in the equity markets, while avoiding catastrophic bear market losses.

DETAILS as of 12/31/22

Morningstar Ticker F00000S8W1

Model Type Tactical Allocation

Inception Date 06/01/2022

Account Minimum None

Model Fee 0 bps*

Investment Vehicles Mutual Funds

Typical Number of Holdings 4

Documents Fact Sheet

Holdings

as of 12/31/22

%

CRDBX

%

CRTBX

%

CRMVX

%

CRTOX

Details

Morningstar Ticker

Model Type

Inception Date

Account Minimum

Model Fee

Investment Vehicles

Typical Number of Holdings

Documents

as of 12/31/22

F00000S8W1

Tactical Allocation

06/01/2002

None

0 bps*

Mutual Funds

4

Fact Sheet

Holdings

%

CRDBX

%

CRTBX

as of 12/31/22

%

CRMVX

%

CRTOX

Description

The strategy employs a “Core and Explore” investment philosophy using a suite of affiliated tactical mutual funds. Bull Bear will hold a Core (70%-80%) position that will focus on providing tactical leveraged exposure to a major market index. Then the Explore (20%-30%) portion will use momentum to rotate among a group of tactical funds.

The underlying funds utilize a combination of dynamic asset allocation and mechanical system trading. Additionally, they employ risk management techniques including the use of inverse, treasuries, and cash positions during adverse market conditions; cash positions could at times be 100%.

Connect with our Education Team about Potomac’s Bull Bear Strategy.

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Thousands of data points.

Potomac’s Bull Bear Strategy

Our software systems ingest thousands of data points that are then fed into technical indicator formulas.

The goal of these systems is to calculate trade signals based on the probability for the greatest return – with the least amount of drawdown.

How the Strategy Works

The worst enemy to investment returns is the emotional psyche of investors. Too many investors react out of fear or greed rather than sound judgment. The Bull Bear strategy uses a quantitative approach to remove emotion from the investment process and manage risk. Technical analysis is at the heart of the investment process.

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The Core fund will utilize leveraged exposure to a major market index, such as the S&P 500.

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The Core fund will purchase money market funds and/or treasuries, as we exit the market, to reduce risk.

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The Core fund can purchase inverse funds, that seek positive returns, when the equity markets decline.

*Potomac is entitled to receive from each Conquer Risk Fund an annual advisory fee of up to 1.25% based on each Funds’ average daily net assets but may receive less due to waivers. For additional information about the Conquer Risk Funds, please see the funds’ Prospectus and Statement of Additional Information here.

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