Unique | Systematic | Growth
Strategies
New Leaf Capital’s edge lies in utilizing a diverse array of proprietary, quantitative, and systematic rules-based trend-following techniques that exploit the persistent patterns which, over the long term, generate significant risk-adjusted compound returns in a variety of changing market conditions and environments.
Our strategies invest in highly liquid Exchange Traded Funds (ETFs) with an objective to generate superior absolute returns with low drawdowns, and reduced correlation to the US public markets. There is no portfolio leverage. During weak market conditions, the strategies can hold up to 100% in cash. Through Separately Managed Accounts we provide full transparency and liquidity.
Sector Equity Focus Strategy
Global Tactical Strategy
New Leaf Capital’s edge lies in utilizing a diverse array of proprietary, quantitative, and systematic rules-based trend-following techniques that exploit the persistent patterns which, over the long term, generate significant risk-adjusted compound returns in a variety of changing market conditions and environments.
Our strategies invest in highly liquid Exchange Traded Funds (ETFs) with an objective to generate superior absolute returns with low drawdowns, and reduced correlation to the US public markets. There is no portfolio leverage. During weak market conditions, the strategies can hold up to 100% in cash. Through Separately Managed Accounts we provide full transparency and liquidity.
Sector Equity Focus Strategy
- Active approach that focuses on Sectors, Short US Equity Index, Fixed Income and Cash
- Seeks to outperform the Standard & Poor's 500 Total Return Index
- Systematically rotates the portfolio to Sectors of momentum and strength during equity market uptrends
- Designed to align with stocks during sustained bull markets
- Designed to move defensively to US Treasuries during sustained bear markets
- Risk management approach minimizes equity draw downs
- Access, transparency, and liquidity on portfolio
Global Tactical Strategy
- Active long approach that focuses on Developed Countries and Emerging Markets Equity Indexes, Fixed Income and Cash
- Seeks to outperform the MSCI ACWI benchmark
- Systematically rotates the portfolio to those countries showing momentum and strength during equity market uptrends
- Designed to align with equities during sustained bull markets
- Designed to move defensively to US Treasuries during sustained bear markets
- Risk management approach minimizes equity draw downs
- Access, transparency, and liquidity on portfolio
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