Our proprietary Cyclical Asset Reallocation Algorithm (CARA) selectively invests in an optimized mix of ETFs (exchange traded funds). The ETF mix is made up of a combination of one tactical Target Drawdown ETF and additional third-party asset-class ETFs - all chosen based on the attractiveness of certain asset classes within the current market environment. We overweight what is expected to outperform at any given time, while maintaining our rules-based discipline and broad diversification, which are at the heart of our process.
In addition to a unique investment strategy and money management, the following services are available to advisors under the Target Drawdown Professional Series:
As of March 31, 2022, these funds are rated three stars overall by Morningstar Inc. The Target Drawdown Professional Series is part of Morningstar’s Tactical Allocation category, which is made up of 374 total funds.
Cabana Asset Management claims compliance with the Global Investment Performance Standards (GIPS®). All of the firm’s SMA composite performance is constructed and maintained by an independent third party, Longs Peak Advisory Services.