The intersection of quant, momentum, and defense.

Potomac’s Guardian strategy.

Guardian is a tactical growth strategy with the goal of conservatively participating in equity markets, while avoiding catastrophic bear market losses.

DETAILS

Morningstar Ticker         F00000MKBG

Model Type               Tactical Allocation

Inception Date                    01/01/2000

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

F00000MKBG

Tactical Allocation

01/01/2000

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. Guardian will hold a core position that will focus on diversified and defensive equity exposure. 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 Guardian 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

*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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