Tuttle Capital Management (TCM) is an industry leader in Trend Aggregation, which applies informed agility in managing portfolios.
While many managers work within their respective silo when it comes to investment strategy, we look at all methodologies and market dynamics, using forward-looking due diligence to combine methodologies and timeframes to achieve the best results.
Our uncertain global economy presents a new paradigm for investing. Growth is important, and knowing how to protect the wealth you have accumulated is equally important.
“The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails.”
–William Arthur Ward (1921-1994)
The classic asset allocation strategy does not work well today as many portfolios are rebalanced without regard for market conditions.
Market conditions frequently change. One market style is generally not superior to another, but certain styles or investments can be superior during specific market trends.
If you do not regularly compensate for these changing conditions, you are simply trusting that the plan you have in place will succeed. This approach is comparable to setting sail for a faraway island and never adjusting your course to compensate for hazardous weather.
Trend Aggregation: This method establishes a balance between protecting capital and pursuing growth. It incorporates a dynamic management process, which can adjust to changing market conditions. The goal is to be positioned in the right investments at the right time or out of the market completely when necessary. This helps to protect your assets from being locked into poorly performing investments as conditions change.