Investment Management

MangoTree® Quantitative Models for Disciplined Portfolio Management

  • Tactical:  Utilizes strategic allocation as a core with a tactical overlay, which may be a combination of active, passive, sector, country or broad market rotation strategies. Tactical overlays use intermediate trend lasting weeks to months (i.e. cyclical) utilizing ETFs. Available in varying levels of equity and fixed income: TL100, TL80, TL50, TL30, and TLFI.
  • Ultra-Tactical Long & Short:  Used as a satellite or opportunistic allocation in the context of overall portfolio construction. Ultra-tactical models use short-term trend lasting days to weeks (i.e. opportunistic) utilizing stocks and ETFs. Available in varying levels of equity and fixed income: UT100, UT80, UT50, and UT30.
  • Custom & Third-Party:  Customized client portfolio to suit client needs or third-party models that are screened by MTC.

Further details on our investment models may be found in our ADV link below.