PERSPECTIVES
These pieces are thoughts, updates, and announcements from Counterpoint’s portfolio managers, Michael Krause and Joseph Engelberg.
January 25, 2021
When Should You Go Risk Off“When are you going risk-off?” Investors in any sort of tactical allocation strategy want to know: What type of event, what type of environment, what…
Read more.November 18, 2020
Need a Fixed Income Boost?Investors that seek to boost investment income might consider tactical high yield strategies, as they have historically offered attractive cash flows and a strong risk-reward…
Read more.October 20, 2020
One For the TINAsWe have information for investors who are rightly skeptical of today’s bond market and tilting their portfolios toward stocks. What we’re offering is unconventional, and…
Read more.May 27, 2020
Why Diversifier Strategies MatterDiversifier strategies seek to strengthen portfolios by functioning as a separate asset class, distinct from stocks and bonds. They target investment returns that are traditionally…
Read more.March 4, 2020
Where Does Tactical High Yield Fit?The addition of tactical trend following in fixed income can greatly benefit a traditional stock-and-bond portfolio. In How To Shelter from Macro Shocks, we discussed…
Read more.April 25, 2019
The Not-So-Safe 60/40 PortfolioA 60/40 split between buy-and-hold positions in stocks and bonds is a time-honored, set-and-forget, plain-vanilla asset allocation – so much so that it’s often shorthand…
Read more.February 15, 2019
The Keys to Smart Equity InvestingIn today’s hypercompetitive investment landscape, active investment managers must earn their fees by targeting genuine opportunities to outperform. To do this, managers need to use…
Read more.January 18, 2019
Vaccinate Your Bond PortfolioMarkets delivered a rough close to 2018. Risky asset prices whipsawed, and a bear market in U.S. equities may have taken hold. Investors who had…
Read more.November 19, 2018
Add A Dash Of TacticalThe life of the investment advisor is full of challenges. Robo-advisors, indexing, and other low-cost options have entered the market, and clients are increasingly prepared…
Read more.October 16, 2018
How to Shelter from Macro ShocksAmid recent sharp daily declines in broad U.S. stock indices, advisors and portfolio managers are once again preparing their clients for possible sharp declines in…
Read more.August 23, 2018
Bigger Isn’t Always BetterMarkets always find new ways to challenge investors. In a difficult environment for quantitative factor-driven strategies, merely having factor diversification, substantial portfolio exposure to short…
Read more.July 10, 2018
Where Factor Investing Has WorkedCounterpoint Tactical Equity and Counterpoint Long-Short Equity funds are built on confidence in the advantages of adding international names to our multifactor long-short stock portfolios.…
Read more.April 24, 2018
Where Did All the Alpha Go?We all know the 2008 financial crisis completely upended Wall Street. Storied firms disappeared; Dodd Frank ushered in a new regulatory regime; and central bankers…
Read more.November 27, 2017
How and When to Look for a RecessionNearly a decade after the Federal Reserve’s interventions during the Great Financial Crisis, investors have been questioning whether Fed policy has corrupted the yield curve,…
Read more.April 20, 2017
Do Bubbles Exist?In the Counterpoint Tactical Equity Fund, systematically choosing the right time to take on broad equity market risk is a challenge we continually strive to…
Read more.January 17, 2017
January 2017 UpdateNew Year Update The Counterpoint Tactical Income Fund is currently in a risk-on position, invested in high-yield corporate credit. Morningstar ranked the Fund’s performance in…
Read more.February 23, 2016
The Buy and Hold ReligionIn investing, the following commandments are the religious truths governing the cult of Buy and Hold. If your belief wavers, you risk committing moral blasphemy:…
Read more.January 19, 2016
Is “Smart” Money Smart?Investors pay professional money managers because of managers’ reputation for identifying and exploiting mispriced assets in an effort to beat the market. However, recent evidence…
Read more.
Mutual Funds involve risk including the possible loss of principal. Investors should carefully consider the investment objectives, risks, charges and expenses of the funds managed by Counterpoint Mutual Funds. This and other important information about the funds is available in their prospectuses, which can be obtained at counterpointmutualfunds.com or by calling 844-273-8637. The prospectuses should be read carefully before investing. The Counterpoint Mutual Funds fund family is distributed by Northern Lights Distributors, LLC member FINRA/SIPC. To reach the Counterpoint sales team, please refer to our contact page.
4337-NLD-4/4/2018