Timber Point Global Allocations Fund Institutional Class Shares (CGHIX)

Overview

The advisor operates with a strategic focus on capitalizing on global investment opportunities through an asset allocation strategy aimed at investing in a diverse portfolio of uncorrelated assets. This approach is designed to provide investors with a balanced and potentially less volatile investment experience. By spreading investments across a variety of asset classes that include domestic and international equities, ETFs, mutual and closed-end funds, as well as more specialized investment vehicles like hedge funds, private equity, and fund-of-funds, the advisor seeks to optimize returns while managing risk. The emphasis is on identifying the right mix of assets that collectively can perform under different market conditions, thereby aiming for consistent growth over time.

Products and Services

• Global Portfolio of Uncorrelated Assets

  This product focuses on diversifying investments across a wide range of assets that do not typically move in the same direction under market pressures. This includes investments in common stocks of all issuers, various forms of funds such as ETFs, mutual funds, and closed-end funds, as well as in private investment vehicles like hedge funds, private equity, and fund-of-funds. Such diversification aims to mitigate risk and enhance potential returns.

• Common Stocks of All Issuers

  Investments in the equity of companies across the globe, regardless of the market cap or sector, form a core part of the portfolio. This strategy allows investors to benefit from ownership in a range of companies, from established leaders to emerging challengers, across diversified industries.

• ETFs and Mutual Funds

  The firm leverages ETFs and mutual funds to gain broad market exposure and participate in a variety of investment themes and strategies. These funds offer a cost-effective way to diversify investments and can serve as a foundation for constructing a balanced portfolio.

• Closed-End Funds

  Investing in closed-end funds provides an additional layer of diversification. These funds have a fixed number of shares and typically trade on a stock exchange. They offer exposure to a range of investment strategies and assets, including those not commonly found in mutual funds or ETFs.

• Private Funds

  Access to private funds such as hedge funds, private equity funds, and fund-of-funds presents opportunities to invest in exclusive markets and strategies not available through public securities. These investments can offer higher returns, albeit with potentially higher risks, and often require a longer investment horizon.