Canterbury Portfolio Thermostat Fund Class I Shares (CAPTX)

Overview

The fund operates with the primary goal of achieving risk-adjusted growth, with a focus on minimizing or reducing portfolio volatility in various market climates. Its strategy revolves around the implementation of a tactical methodology, entrusted to the fund's adviser, which emphasizes the adjustment of the fund's asset allocation and diversification based on prevailing market conditions. This approach is predicated on the belief that maintaining an efficient portfolio that can adapt to changing market environments is key to pursuing sustainable growth. The fund is committed to employing a dynamic investment strategy that allows it to navigate through the complexities of the financial markets effectively.

Products and Services

The fund offers an investment approach that is characterized by the following:

• Efficient Portfolio Management: The cornerstone of the fund's investment philosophy is the commitment to maintaining an efficient portfolio. This involves actively managing the portfolio to ensure that it exhibits lower or decreasing volatility, which is crucial for protecting against market downturns and capitalizing on growth opportunities.
• Tactical Methodology: The fund employs a tactical methodology to adjust its asset allocation and diversification in response to changing market conditions. This proactive strategy is designed to enhance the fund's adaptability and responsiveness to fluctuations in the financial markets, thereby aiming to maximize returns while mitigating risks.
• Liquid Securities: A crucial component of the fund’s investment strategy is the utilization of broadly diversified liquid securities. These securities, primarily consisting of exchange-traded funds (ETFs), are traded on major exchanges, ensuring the fund’s portfolio retains a high level of liquidity. This liquidity is essential for enabling the fund to execute timely portfolio adjustments and manage investment risks effectively.