Global Multi-Asset Growth Strategies Designed to Provide a Smoother Ride

The BCM Decathlon strategies are global multi-asset growth portfolios. Selecting from a prudently managed universe of ETFs, Decathlon’s quantitative system seeks to identify patterns using historical price and volatility data of each ETF. 

While the BCM Decathlon Aspect series and the BCM Decathlon Tactics series each have their own unique construct, both series share the same objectives: smoothing out portfolio volatility, limiting drawdown and allowing each investor to choose their target level of risk.

Applying maximum volatility and maximum drawdown targets, these growth strategies can “go anywhere”, seeking global multi-asset opportunities.

Quantitative Approach to Global Investing: BCM Decathlon Strategies

Analyzing patterns across the majority of asset classes accessible to investors, the system seeks to determine which will offer the best return potential over each ~25 day trading period while employing specific risk criteria, as outlined below, for both maximum volatility and maximum drawdown.

Click here to gain access to strategy materials or learn more on our GIPS® verified performance.

BCM Decathlon Conservative Aspect*

5.5% target for standard deviation and maximum drawdown

30% maximum equity allocation

BCM Decathlon Conservative Tactics

7% target for standard deviation and maximum drawdown

80% maximum equity allocation

BCM Decathlon Moderate Aspect*

10.5% target for standard deviation and maximum drawdown

70% maximum equity allocation

BCM Decathlon Moderate Tactics

12% target for standard deviation and maximum drawdown

No maximum equity allocation

BCM Decathlon Growth Aspect*

14.5% target for standard deviation and maximum drawdown

No maximum equity allocation

*BCM Decathlon Aspect Strategies are only available on the AssetMark™ platform. Please visit eWealthManager for more information, including performance, on the strategies. 

BCM Decathlon Growth Tactics

16% target for standard deviation and maximum drawdown

No maximum equity allocation

The BCM Decathlon Growth Tactics strategy is also available to investors through a mutual fund that has received a 5-star rating from Morningstar.  Learn more here.*

Beaumont strategies are available to individual separate accounts; via SMA/wrap sponsors; through Collective Investment Funds (in retirement plans only); and in ’40 Act mutual funds.

BCM Olympian Dynamic Equity

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Decathlon Investment Universe

Each Decathlon strategy is selected from a defined universe of ETFs. The universe consists of ~110 ETFs and is carefully managed, monitoring specific criteria of each security.

Holding 10 ETFs at a time, in equal weights, the strategies have the ability to gain exposure to virtually any investible asset class. These “go anywhere” portfolios seek global opportunities within the investment universe, while seeking to avoid any asset class that may be going through a period of failure. Rather than using cash as the defensive element, the strategy looks to stay fully invested by allocating to asset classes that are predicted to provide a more favorable investment opportunity over the next trading period or that are historically less risky.

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Route finding:

Reading the terrain and mountain conditions to choose the best path.

Decathlon:

A suite of strategies that use predictive, probability-based models that determine the most attractive ETFs to own within the investment universe, within each investor’s chosen risk level, over the next 25 trading days.

*The Cavalier Funds are distributed by Capital Investment Group, Inc.  All fund-related inquiries should be directed to Capital Investment Group, Inc., which is not affiliated with Beaumont Capital Management.  Information regarding the Cavalier Funds available through the link above is presented exclusively by Capital Investment Group, Inc.

Morningstar rating as of April 30, 2017. The 5-star rating is based on a three-year return period, however BCM began sub-advisor responsibilities August 1, 2016; and was a model manager from April 2016 through August 2016. 

The Cavalier Tactical Rotation Fund (Institutional Class) and Cavalier Global Opportunities Fund (Institutional Class) each received a 5-star rating out of 248 funds in the Tactical Allocation category, as of 4/30/2017. The Morningstar RatingTM for funds, or “star rating”, calculated for funds with at least a three-year history. (Exchange-traded funds and open-end mutual funds are considered a single population for comparative purposes.) It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each fund category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star.

BCM is not a distributor of mutual funds, is not affiliated with any third party distributors and has not been involved in the preparation of the content supplied on any third party website. BCM does not guarantee or assume any responsibility for its content.