Webinar

Market State Tactical Beta & Tactical Q Due Diligence Session

The Tactical Beta Strategy was launched in November 2016 and the Tactical Q Strategy was launched in May 2020†. The strategies provide constant exposure to instruments linked to the performance or volatility of the S&P 500®Index (S&P 500), for the Tactical Beta Strategy, or to the NASDAQ 100®Index, for the Tactical Q Strategy. When U.S. equity market volatility signals ‘risk off,’ the portfolio managers may begin to deploy a volatility hedge seeking to preserve capital. The signal that triggers a risk-off position is based on a proprietary statistical analysis and manager skill and experience. Each strategy seeks to provide passive exposure to the applicable Index with timely tail-risk management. Actual positions are determined based on the skill and experience of Matt and Mike Thompson, who developed the strategies while working at other asset management firms and since then have been jointly and primarily responsible for managing each strategy.

†LHA has an exclusive license from Thompson Capital Management (TCM) to employ and market the Tactical Beta and Tactical Q strategies.

Please complete the form to register

Market State Tactical Beta & Tactical Q Due Diligence Session

    Please select the session*
    Tues., November 12th, 4:00 PM EDT

    Please Select*
    I'm a Financial AdvisorI'm an Institutional Investor †Other

    † As defined by FINRA

    Provided for informational purposes only and does not involve the rendering of personalized investment advice. This is not an offer to sell or a solicitation of an offer to buy an interest in any investment fund, strategy or investment instrument, or for the provision of any investment management or advisory services. LHA does not make any representation that any strategy would be appropriate for any particular investor.

    LHA makes no warranty, express or implied, as to the information described or used in the Webinar. LHA does not guarantee the accuracy and/or the completeness of any data included in the Webinar and has no liability for any errors or omissions in the data presented, or in the case of interruption of internet service. The opinions expressed during the Webinar represent the current, good faith views of the presenter at that time and are provided for limited purposes, are not a forecast or guarantee of future events, and should not be relied upon as such.

    You are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited.