The CMG Capital Management Group Webinar on the Opportunistic All Asset Strategy (OAAS) was well attended by advisors who seek tactical portfolio solutions for their clients. OAAS is a broadly diversified tactical investment solution for global asset allocation.
The CMG Capital Management Group Opportunistic All Asset Strategy is a fully diversified tactical portfolio with a defined risk management process. The goal is to capture broad bull market gains, with the flexibility to reduce the risk in bear markets.
The CMG Opportunistic All Asset Strategy is a quantitative investment strategy that analyzes a broad universe of mutual funds or exchange traded funds (ETFs) to determine a portfolio allocation with the goal of generating positive returns over multiple market cycles.
The portfolio is typically comprised of up to 11 positions that are designed to serve as an active risk managed solution versus traditional buy-and-hold equity investing.
The Webinar was presented by Mike Sciortino, head of Distribution, and Michael Hee, Managing Director of Investment Research.
In the Webinar Mike Hee answers the following questions:
- How does this strategy manage risk and how do you view risk?
- What is the most compelling reason to use this strategy in the market environment we’re in?
- How does momentum and relative strength impact this strategy?