top of page

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

bottom of page