CAMS/CMS Sherman Bull-Calendar Portfolio


Capital Management Services

Portfolio Category

Tactical, Alpha-driven

About the Portfolio

The CAMS/CMS Sherman Bull-Calendar Portfolio is a tactical, alpha-driven portfolio. It invests primarily in mutual funds.
- Uses a Bull-Bear indicator to determine market environment
- Bull/Bear model strategy during Bull Markets and Calendar Effects during Bear Markets
- Goal is to be fully invested in equities during Bull Markets and only exposed to the relatively few days with the highest probability of profit during Bear Markets