Counterpoint uses an entirely systematic approach to asset management across all of its products. The investment process is designed to minimize the impact of manager behavioral biases on strategy execution. Counterpoint’s quantitative models achieve allocations that seek to exploit behavior-driven market inefficiencies while seeking to avoid financially and emotionally taxing volatility.
Fixed Income Funds
TMNAX / TMNCX / TMNIX
The Fund seeks tax-exempt income by investing in mutual funds and ETFs of high-yield or high-quality municipal bond instruments. The Fund leverages proprietary quantitative trend-following models to reduce exposure to declines in the high-yield municipal bond market.
Equity Funds
CPQAX / CPQCX / CPQIX
The Fund seeks to provide capital appreciation and preservation. The Fund targets a market-neutral (zero beta) allocation to individual stocks that have exposure to multiple factors (or anomalies), while investing in a static 50% position in the US stock market.
IMPORTANT RISK INFORMATION
Mutual Funds involve risk including the possible loss of principal. Past performance is no guarantee of future results. There is no assurance the Fund will meet its stated objectives. The Fund is a new fund and does not have a performance record and the above index performance is not intended to serve as a proxy for the Fund’s future performance.