Global Multi-Asset Growth Strategies Designed to Provide a Smoother Ride
The BCM Decathlon strategies are predictive, global, multi-asset growth portfolios. Selecting from a prudently managed universe of ETFs, Decathlon’s quantitative system seeks to identify desirable patterns using historical price and volatility data of each ETF.
Holding 10 ETFs at a time, in equal weights, the strategies have the ability to gain exposure to virtually any investible asset class. These “go anywhere” portfolios seek global opportunities within the investment universe, while seeking to avoid any asset class that may be going through a period of failure. Rather than using cash as the defensive element, the strategy looks to stay fully invested by allocating to asset classes that are predicted to provide a more favorable investment opportunity over the next trading period or that are historically less risky.
While the BCM Decathlon Aspect series and the BCM Decathlon Tactics series each have their own unique construct, both series share the same objectives: smoothing out portfolio volatility, limiting drawdown and allowing each investor to choose their target level of risk.
Applying maximum volatility and maximum drawdown targets, these growth strategies can “go anywhere”, seeking global multi-asset opportunities.
Quantitative Approach to Global Investing: BCM Decathlon Strategies
Analyzing patterns across the majority of asset classes accessible to investors, the system seeks to determine which will offer the best return potential over each ~25 day trading period while employing specific risk criteria, as outlined below, for both maximum volatility and maximum drawdown.
BCM Decathlon Conservative Aspect*
5.5% target for standard deviation and maximum drawdown
30% maximum equity allocation
BCM Decathlon Conservative Tactics
7% target for standard deviation and maximum drawdown
80% maximum equity allocation
BCM Decathlon Moderate Aspect*
10.5% target for standard deviation and maximum drawdown
70% maximum equity allocation
BCM Decathlon Moderate Tactics
12% target for standard deviation and maximum drawdown
No maximum equity allocation
BCM Decathlon Growth Aspect*
14.5% target for standard deviation and maximum drawdown
No maximum equity allocation
*BCM Decathlon Aspect Strategies are only available on the AssetMark™ platform. Please visit eWealthManager for more information, including performance, on the strategies.
BCM Decathlon Growth Tactics
16% target for standard deviation and maximum drawdown
No maximum equity allocation
The BCM Decathlon Growth Tactics strategy is also available to investors through a ’40 Act mutual fund that has received a 5-star rating from Morningstar. Learn more here.*
Beaumont strategies are available to individual separate accounts; via SMA/wrap sponsors; through Collective Investment Funds (in retirement plans only); and in ’40 Act mutual funds.
BCM Olympian Dynamic Equity
BCM Olympian Dynamic Equity is an equity only strategy that uses the same system and process as the Decathlon strategies. Instead of ranking and selecting from the entire ETF universe (see more information below on the ETF universe), it selects only from the equity and real estate ETFs. Click here to learn more.
Decathlon Investment Universe
Each Decathlon strategy selects from a defined universe of ETFs. The universe consists of over 110 ETFs and is carefully managed, monitoring specific criteria of each security.
The investment universe consists of ETFs representing varying underlying components of more broad asset classes, including:
U.S. Equity – Broad U.S. equity ETFs, Sector and Industry Specific U.S. Equity ETFs
International Equity – Broad Developed and Emerging Market, International and Global Country and Sector Specific ETFs
Fixed Income – U.S., Developed and Emerging International Bond ETFs across varying Credit Qualities and Maturities
Alternatives – Diverse selection of Currency, Commodity and Real Estate ETFs
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Reading the terrain and mountain conditions to choose the best path.
A suite of strategies that use predictive, probability-based models that determine the most attractive ETFs to own within the investment universe, within each investor’s chosen risk level, over the next 25 trading days.
*The Cavalier Funds are distributed by Capital Investment Group, Inc. All fund-related inquiries should be directed to Capital Investment Group, Inc., which is not affiliated with Beaumont Capital Management. Information regarding the Cavalier Funds available through the link above is presented exclusively by Capital Investment Group, Inc.
Morningstar rating as of April 30, 2017. The 5-star rating is based on a three-year return period, however BCM began sub-advisor responsibilities August 1, 2016; and was a model manager from April 2016 through August 2016.
The Cavalier Tactical Rotation Fund (Institutional Class) and Cavalier Global Opportunities Fund (Institutional Class) each received a 5-star rating out of 248 funds in the Tactical Allocation category, as of 4/30/2017. The Morningstar RatingTM for funds, or “star rating”, calculated for funds with at least a three-year history. (Exchange-traded funds and open-end mutual funds are considered a single population for comparative purposes.) It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each fund category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star.
BCM is not a distributor of mutual funds, is not affiliated with any third party distributors and has not been involved in the preparation of the content supplied on any third party website. BCM does not guarantee or assume any responsibility for its content.