BCM Decathlon Moderate Fund (DECMX/DECIX)
BCM’s Global Multi-Asset Moderate Tactics SMA strategy, with a 9-year track record of providing growth and lower-correlated alpha* while also managing downside risk, is now accessible via 1940 Act Mutual Fund. The BCM Decathlon Moderate Fund is managed in a substantially similar manner to the Global Multi-Asset Moderate Tactics SMA Strategy.
Global Tactical Asset Allocation Fund
The BCM Decathlon Moderate Fund is a global tactical asset allocation (GTAA) strategy that uses a predictive, quantitative approach focused on providing growth and downside risk management.
Selecting from a prudently managed universe of diverse exposures, the Fund can invest in virtually any investible asset class. Decathlon seeks to provide low-correlated returns and, in addition to serving as a stand-alone solution for smaller accounts, is designed to be an alpha engine to strategic asset allocation portfolios while still emphasizing downside risk management.
Since 2012, the BCM Decathlon Moderate Tactics Separately Managed Account (SMA) Strategy has been delivering alpha, mitigating risk when markets warrant and helping smooth the investment experience for investors throughout market cycles.
The BCM Decathlon Moderate Fund offers the same philosophy and is based on the same research as the BCM Decathlon Moderate SMA strategies.
Predictability of Irrational Investor Behavior
The philosophy underlying the Decathlon fund’s investment process is based on investor emotion and behavioral finance.
The global events that drive markets are constantly changing but we believe investor behavior, specifically human reactions to varied market events, remains consistent. While the human beings that move markets most often do not act rationally, we believe there are distinct, repeatable patterns in their behavior that can be used as an investment advantage.
The Decathlon system uses machine learning to not only remove emotion from our investment process, but also identify these repeating behavioral patterns in order to predict the relative returns and risk (volatility) of various securities.
Predictive, Quantitative and Rules-based Approach
Using pattern recognition technology (PRT), driven by machine learning, the system analyzes the historical return and volatility data of each exposure (typically represented by an ETF) in the managed investment universe to rank and select securities based on the desirability of the patterns present in the price data.
The Fund’s portfolio management team combines this research with additional risk, concentration and trading rules, as well as tax and expense considerations to build a portfolio designed to maximize risk-adjusted returns within the 7-12% volatility risk budget.
The system trades dynamically as market environments and opportunities change seeking to provide low-correlated alpha within a target volatility range.
Fund Fact Sheet
View our fact sheet for more information on the BCM Decathlon Moderate Fund.
Overview and track record of the Decathlon Moderate Tactics SMA Strategy.
Building Portfolios with the BCM Decathlon Moderate Fund
In addition to being a standalone option for smaller accounts, the BCM Decathlon Moderate Fund is designed to be used as a complementary risk-conscious alpha engine for strategic asset allocation portfolios.
Based on current market trends and capital markets assumptions, the standard 60/40 or other static allocation portfolios are not likely to meet return expectations going forward. These static allocation models were built using assumptions from past market cycles that the current environment is indicating will not continue for the foreseeable future.
While traditional asset allocations can be a foundational portion of a client portfolio, they are incomplete on their own. Global Tactical Asset Allocation (GTAA) strategies can work harmoniously with your static allocations to add alpha while also containing risk within a set target range. A dynamic GTAA fund uses flexibility and ever-changing market conditions to its advantage, shifting allocations to capitalize on both long- and short-term opportunities in virtually any asset class.
|A Shares||Institutional Shares|
|Minimum Initial Investment||$1,000||$25,000|
|Minimum Subsequent Investment||$250||$250|
Acess BCM Mutual Funds:
To find out how to access the BCM Decathlon Moderate Fund (DECMX/DECIX), please fill out this form. You can also contact a BCM consultant at (844) 401-7699 or firstname.lastname@example.org.
*Returns with lower correlations to the benchmark than the corresponding strategic allocations.
Advisors Preferred serves as investment adviser to the BCM Decathlon Moderate Fund, distributed by Ceros Financial Services, Inc. Member FINRA/SIPC. Beaumont Capital Management LLC (BCM) serves as subadviser to the Fund. BCM is not affiliated with the Fund’s adviser or distributor.
An investor should consider the investment objectives, risks, charges and expenses of the BCM Decathlon Moderate Fund carefully before investing; The Fund prospectus and summary prospectus contain this and other information about the Fund and should be read carefully prior to investing. To obtain a prospectus, please call 833-786-1121 or access online at investBCM.com/mutual-funds.
Investing in any mutual fund involves risk, including loss of principal. Risks specific to the BCM Decathlon Moderate Fund are detailed in the prospectus and include commodities risk, credit risk, ETF risk, fixed income/bond risk, foreign currency risk, market risk, foreign investment risk, junk bond risk, management risk, no history of operations risk, quantitative investing risk, real estate risk, small and medium capitalization stock risk, swap risk, and turnover risk. For details regarding each risk, please see the Fund’s prospectus.
For additional important disclosures, please visit investBCM.com/disclosures.