TACTICAL BETA STRATEGY*

The Tactical Beta Strategy was launched in November 2016. The strategy provides constant exposure to the S&P 500® unless or until U.S. equity market volatility signals ‘risk off’. When that happens, exposure to the S&P 500 is reduced to seek to preserve capital. The signal that triggers a risk-off position is based on a proprietary model and manager skill and experience. The Tactical Beta Strategy seeks to provide passive exposure to the S&P 500 with tail-risk management…thus the name “Tactical Beta”. Actual positions are determined based on the skill and experience of Matt and Mike Thompson who developed the Tactical Beta strategy while working at previous asset management firms and since then have been jointly and primarily responsible for managing the strategy.

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    † As defined by FINRA

    S&P 500® is a registered mark of the McGraw-Hill Companies.

    *f/k/a TCM U.S. Equity Smart Index Strategy. On or about August 4, 2021, the name of the strategy was changed from TCM U.S. Equity Smart Index strategy to TCM LHA Tactical Beta strategy. The change in strategy name was not accompanied by any change to the components of the investment strategy, the portfolio managers, or the key principles involved but was simply a realignment in the naming convention.