The data driven approach to conquering risk.

Potomac’s Bull Bear strategy. 

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

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 12/31/23

%

CRDBX

%

CRTBX

%

CRMVX

%

CRTOX

Details

Morningstar Ticker

Model Type

Inception Date

Account Minimum

Model Fee

Investment Vehicles

Typical Number of Holdings

Documents

as of 6/30/23

F00000S8W1

Tactical Allocation

06/01/2002

None

0 bps*

Mutual Funds

4

Fact Sheet

Holdings

%

CRDBX

%

CRTBX

as of 12/31/23

%

CRMVX

%

CRTOX

Description

The strategy allocates using a suite of affiliated tactical mutual funds. Bull Bear will hold a core position that will focus on providing tactical concentrated exposure to a major market index. The remainder will be allocated among a diverse 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 hedging, treasuries, and cash positions during adverse market conditions; cash positions could at times be 100%.

Connect with our Sales Team about Potomac’s Bull Bear strategy.

Portfolio Managers

Manish Khatta

CEO & CIO

Dan Russo, CMT®

Portfolio Manager

Jeff Goodnow

Chief Growth Officer

Find Us at Your Favorite TAMP or Model Marketplace

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 employs the use of hedging, treasuries, and cash positions during adverse market conditions.

*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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