Report Date:
March 2025
Index Description
The All Season strategy can be best described as our flagship core strategy with the intent of earning consistent positive returns with low correlation to the MSCI All Country World Index benchmark and significantly reduced risk of capital loss through all market conditions. Specifically, the strategy allocates assets among five different modules each operating with a different set of criteria as shown in the investment allocation. All Season uses individual stock, specialty mutual funds, exchange traded funds and master limited partnerships as primary investments. High risk adjusted returns are generated through our proprietary net exposure analysis, selection criteria and position sizing methodology.
Important information: Past performance of a ProfitScore index is not an indication of future results. You cannot invest directly in any ProfitScore index. Performance of any ProfitScore index does not represent actual fund or portfolio performance. A fund or portfolio may differ significantly from the securities included in an index. Index performance does not reflect any management fees, transaction costs or other expenses that would be incurred by a portfolio or fund, or brokerage commissions on transactions in fund shares. Such fees, expenses and commissions would reduce returns.
