AIS Capital Management

Overview

The AIS Tactical Asset Allocation Portfolio (TAAP) strategy employs a long term, discretionary, fundamental global macro investment process for its tactical asset allocation methodology. For a given long term global macroeconomic environment, the TAAP strategy tactically over weights asset sectors likely to outperform and under weights those with above average risk. It seeks to provide conservative long term growth of capital and preservation of purchasing power through active investment in gold, select equities, bonds, and cash equivalents. TAAP is a long-only portfolio and does not use any leverage. When the portfolio has an allocation to equities, the portfolio managers use a proprietary stock selection process that combines quantitative and fundamental, macroeconomic analysis to identify a portfolio of companies poised to outperform in the current economic environment.

Program Details