March 6, 2019 - Hingham, MA – Crow Point Partners, LLC announced that the Crow Point Global Tactical Allocation Strategy has been ranked in the Top 10 by BarclayHedge in their Macro category as of January 2019.
"We are honored to receive this ranking from BarclayHedge and proud of the investment team here at Crow Point” said Peter DeCaprio, Crow Point Partners’ CEO. “When we hired Dave Cleary in 2017, we were confident he would replicate the success he had at Lazard Asset Management, and we are pleased he has. We wanted an experienced hand in the Global Tactical space, and Dave was one of the category’s early pioneers.” DeCaprio continued, “Broadly diversified global tactical portfolios, such as the one Dave runs, have historically been one of the best homes for investor capital over the past 15 years, far surpassing the performance of most other broad asset classes. We are very pleased to have this fund and strategy in our lineup.”
The Crow Point Global Tactical Allocation Strategy seeks superior risk-adjusted returns by allocating capital across a wide variety of global asset classes. The directional, global macro strategy incorporates global equities, debt, commodities, currencies or market hedging tools.
The Crow Point Global Tactical Allocation Strategy is accessible via Separate Account and the Crow Point Global Tactical Allocation Fund (CGHIX). The Institutional Class (CGHIX) has a $100,000 minimum initial investment.
The Fund is available for purchase at the major RIA custodians including: Fidelity, Charles Schwab, TD Ameritrade.
The Fund is also available for purchase at the major IBD custodians including: LPL, Raymond James, Cetera, Commonwealth and Mid Atlantic.
Missed Crow Point's introductory webinar on the Global Tactical Allocation Strategy? You can now access the replay:
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Investors should carefully consider the investment objectives, risks, charges and expenses of the Global Tactical Allocation Fund. This is contained in the prospectus, which can be obtained by calling 1-877-244-6235. The prospectus should be read carefully before investing. The Global Tactical Allocation Fund is distributed by Matrix 360 Distributors, LLC, 4300 Shawnee Mission Parkway, Fairway, KS 66205.
The Fund may purchase ETFs and underlying Funds that invest in “alternative asset” or “specialty” market segments. The risks and volatility of these investments are linked to narrow segments of the economy such as commodities, foreign currencies, or real estate, and may include leverage, which magnifies the changes in the value of the ETF of underlying fund. Mutual funds involve risk including possible loss of principal. The adviser’s judgments about the return tracking characteristics of securities may prove incorrect and may not produce the desired results. The Fund may invest in small and medium capitalization companies and the value of these companies’ securities may be subject to more abrupt or erratic market movements than those of larger, more established companies or market averages in general. A higher portfolio turnover will result in higher transactional and brokerage costs. ETFs are subject to specific risks, depending on the nature of the underlying strategy of the fund. These risks could include liquidity risk, sector risk, as well as risks associated with fixed income securities, real estate investments, and commodities, to name a few. An investor’s overall cost of investing in the Fund will be higher than the cost of investing directly in underlying Fund shares and the investor will indirectly bear fees and expenses charged by the underlying Funds in addition to the Fund’s direct fees and expenses. The Fund may invest in small, less well-known companies, which may be subject to more erratic market movements than large-cap stocks: foreign securities, which are subject to currency fluctuations and political, economic and market uncertainty; These risks may result in greater share price volatility. In addition, the use of leverage in an investment portfolio can magnify any price movements, resulting in high volatility and potentially significant loss of principal. This is an actively managed dynamic portfolio. There is no guarantee that any investment (or this investment) will achieve its objectives, goals, generate positive returns, or avoid losses.
Crow Point Partners, LLC and Matrix 360 Distributors, LLC are not affiliated.