Tactical asset management is active management involving optimizing asset allocations over the intermediate term, based on current market conditions. We pride ourselves in offering effective and time-tested tactical investment programs.
Within the framework of a long-term strategic equity allocation, we believe that forward-looking risk management and shorter-term tactical portfolio changes best position our investors to capitalize on market opportunities and mitigate market risks.
Investment Philosophy
- We believe there are periods in market cycles to be fully invested and other periods not to be invested.
- We believe it is necessary to be pro-active in managing money
- We believe that following market-tested investment disciplines will lead to superior risk-adjust returns.
Investment Process
The Drake investment management team uses an investment process consisting of qualitative and quantitative screening, bottom-up fundamental analysis and a top-down macro assessment, within a strong framework of risk control.
We measure and assess opportunities through five key metrics:
