Robert Kendall

Strategy Designer

Strategy Details

STRATEGY CODE: VPMGB
MGMT STYLE: Tactical
INCEPTION DATE: 1/2/1998
TYPE OF STRATEGY: Mutual Funds
STARTING EQUITY: $100,000
MGMT FEE: 1.5%
INITIAL ALLOCATION FACTOR: 35.4%
COMFORT RANGE:  

Global Bond Fund

Global Defense

Strategy Performance

As of 3/31/2017

1MO YTD 1YR 3YR* 5YR* 10YR*
-0.282.366.860.81.483.99

*Annualized Rate of Return

Max Initial Investment Exposure by Asset Class

The model has the freedom to invest up to 100% in cash or up to 100% across the Mutual Funds. However, no single fund will hold more than 35% of the portfolio at the time that the positions is deployed.

The strategy dynamically manages the investment exposure and cash levels of the portfolio based on a quantitative trend-following risk-management process. This strategy seeks out favorable trends across the foreign and domestic bond market.

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Domestic

There are three domestic mutual funds to provide coverage of short term government debt mixed with investment grade corporate debt.

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Foreign

Two mutual funds provide international exposure to debt in developed and developing markets.

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VPM Partners LLC

Sedona, AZ.

  • 480-770-6163

About VPM

For 20 years, our VPM portfolio management process has given thousands of advisors the ability to build and maintain quality and scalable strategies. Through integration with partnerships and dozens of prebuilt strategies, VPM and its consultants can guide you through the entire process in building a true scalable and deliverable product suite.

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