Overview
The BTH Tactical Growth Fund is one of only a few tactical allocation funds available to investors in Canada. Its primary objective is to generate a return in excess of both the S&P500 Index and its Peer Group benchmark. Its secondary objective is to provide a positive return on capital invested in any market environment.
The BTH Fund uses a real-time risk management process to anticipate material changes in the return expectations to various asset classes. Our goal is to identify shifts – both positive and negative, before they are recognized by the broad market and become priced in. Simply put, we conduct proactive technical and fundamental assessments at the macro level and use this information to tactically adjust the Fund’s asset class exposures as we feel circumstances require.
With an investment mandate that provides for full allocation to any of stocks, bonds, currencies (cash), or precious metals, the BTH Fund has the ability to generate positive performance in all but the most extreme environments.