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.
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: