Overview
Conservative
Active
 - ETF10 Strategy
 - Global10(h) Strategy
 - Global Multi-Strategies
Performance

Global10(h) Strategy

The CFP Global10(h) Strategy focuses on large capital global companies, US and foreign registered, traded in the US.

The objectives for the strategy is to maximize our long-term return, through a disciplined approach to investing, while doing so with a better risk/reward ratio than provided by the corresponding market, and if possible a better risk/reward than a AAA bond. Due to a high return strategy's perceived and sometimes very real volatile nature, our objective is additionally to fall no further, or faster, than the corresponding market given a 12 to 18 month cycle.

These objectives are achieved through our proprietary quantitative model, which is a momentum, or trend following, system where we use our unique slope calculation to select the stocks we believe will most optimally follow our criteria. These stocks are then ranked to help form the money management portion of the strategy.

Two separate hedge strategies are employed to protect the overall strategy in volatile downward times, although it is not a perfect hedge, and uses technical analysis to determine the overall direction of the market. It is not intended to pinpoint the tops, but to be implemented in a bear market, or if possible an impending bear market.

The strategy is not utilizing direct leverage and is normally long only; however, when both the hedges are in effect the strategy will in effect be 70% long and 60% short.

The strategy is thus seeking to find relatively stable capital growth in 'good' times and capital preservation in 'bad' times, in both value and growth stocks, and appeals to investors seeking a highly disciplined approach in the quest for a superior risk-adjusted capital appreciation.

The strategy is monitored daily and adjusted monthly. Due to the nature of active investing, minimums are required to help minimize trading costs and maximize profits. The recommended minimum for the Global10(h) Strategy is $250,000, which is the amount used to calculate the hypothetical track record, so while the minimum could go down to $100,000, investments below the recommended minimum would reduce the relative performance.

The CFP Global10(h) Strategy is only available to institutional investors and high net-worth individuals. Click on the respective links for: Performance, Fees and Disclosure Statement.