Our Approach

We believe…

Our investment philosophy

  • Striving to achieve significant return over index – we think that this is the main reason for an asset manager to be in business
  • Focusing exclusively on tactical management – tactical investing has high potential to achieve alpha
  • Systematic, model-driven investment process – asset class allocations are determined based on our model’s return forecasts

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Our unique approach…

Our approach to tactical management

  • Near-term index returns are formally forecasted using our proprietary statistical model. Over 20 fundamental-type factors are utilized in the model.
  • We allocate to asset class(es) with the best expected risk/return combination. We invest only in liquid, low-cost index ETFs.
  • This systematic, model-driven tactical investment process minimizes subjectivity

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Results in…

Superior investment performance is direct result of accurate forecasting. Learn more about our tactical investment strategies.

Want to learn more?

Please review this 10-minute video presentation:

MCM's fundamental forward-looking tactical approach







Learn how we work as a strategist on the AssetMark platform (scroll to the bottom, and click on Limit Loss Focus)




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