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BULL BEAR

The data driven approach
to conquering risk

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 09/30/21

Morningstar Ticker              F00000S8W1

Model Type                   Tactical Allocation

Inception Date                         06/01/2002

Account Minimum                             None

AUM/AUA                                $328 Million

Model Fee                                           0 bps*

Investment Vehicles           Mutual Funds

Typical Number of Holdings                   4

Documents                                 Fact Sheet

Holdings

as of 09/30/21

%

CRDBX

%

CRTBX

%

CRMVX

%

CRTOX

Details

Morningstar Ticker

Model Type

Inception Date

Account Minimum

AUM/AUA

Model Fee

Investment Vehicles

Typical Number of Holdings

Documents

as of 09/30/21

F00000S8W1

Tactical Allocation

06/01/2002

None

$328 Million

0 bps*

Mutual Funds

4

Fact Sheet

Holdings

%

CRDBX

%

CRTBX

as of 09/30/21

%

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%.

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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 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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