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NAVIGROWTH

The longevity of an investment track record should matter

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

Details                 as of 09/30/21

Morningstar Ticker             SAUSA004UD

Model Type                   Tactical Allocation

Inception Date                         12/01/1987

Account Minimum                             None

AUM/AUA                                  $31 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

SAUSA004UD

Tactical Allocation

12/01/1987

None

$31 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. Navigrowth will hold a Core (70%-80%) position that will focus on opportunistic domestic and international growth. 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 and cash positions during adverse market conditions; cash positions could at times be 100%.

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STANDING THE TEST OF TIME

Potomac’s Navigrowth Strategy

As a financial advisor, you teach clients that investing is a long-term endeavor. But are you using investment strategies that have a long-term track record?

The longevity of an investment track record should matter – given the ongoing changes in the investing world. A manager that can survive for the long haul, through all the geo-political and market turmoil, is worth its weight in gold.

Using a Risk Manager that has Never Seen a Bear Market Probably isn’t your best bet!

Think back to what life in the year 1987 looked like, then think about all the life and world events that have happened since then…

1980s

• Chernobyl
• Iran Contra
• Black Monday
• First Computer Virus
• Tiananmen Square
• Berlin Wall

1990s

• Persian Gulf War
• LA Riots
• OKC Bombing
• Impeachment
• Y2K Scare

2000s

• Contested Election
• Dot-Com Bubble
• 9/11
• Enron
• Great Recession

2010s

• Soverign Debt
• ISIS
• Cyber Attacks
• The Great Fall of China
• Impeachment

2020s

• Impeachment
• Covid 19
• Contested Election
• Capitol Insurrection

*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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