Champion’s Tactical ETF strategies combine classic asset allocation principles with econometric research, which drives tactical allocation decisions. In addition to potential excess return, our tactical strategies provide flexibility to anticipate and react to changing market conditions in the near term.  Champion’s econometric research seeks to identify investment opportunities with a higher future expected return, without compromising the expected volatility of the portfolio. In creating the optimal portfolio allocation, hedging strategies, alternative assets, specialty sector and country positions are utilized.

Utilizing a macro, or top-down, approach to portfolio analysis, Champion begins by evaluating the health of global markets and specific stock sectors before increasing or decreasing exposure. As macroeconomic analysts, Champion looks for economic trends that lead to long-term change in the market.

QTD Performance as of 06/30/2010

 
 

Performance results are calculated using model based portfolios on a monthly total return basis and include all realized and unrealized capital gains and losses (trade-date basis), as well as dividends and interest on cash balances. Portfolio performance does not experience any inflows or outflows. This model portfolio performance reflects all of the changes made to the asset allocation and fund selection throughout the history of the portfolios. Performance results are stated before (gross of) management fees, advisory fees, custodial and transaction fees. Returns are net of mutual fund and exchange-traded fund expenses. The historical rates of return should not be relied upon as indicative of future results.

Quarterly Performance as of 06/30/10

Performance results are calculated using wrap composite returns through July 07 and model based portfolios returns June 07 to May 05 on a monthly total return basis and include all realized and unrealized capital gains and losses (trade-date basis), as well as dividends and interest on cash balances. Model portfolios do not experience any inflows or outflows. The model portfolio performance reflects all of the changes made to the asset allocation and fund selection throughout the history of the portfolios. Performance results are stated before (gross of) management fees, advisory fees, custodial and transaction fees. Returns are net of mutual fund and exchange-traded fund expenses. The U.S. dollar is the currency used to express performance. The historical rates of return should not be relied on as indicative of future results. Estimated yield is based on weighted values of Morningstar Trailing 12-Month Yields. Not FDIC insured. May lose value. No bank guarantee. Investors should also be aware that other performance calculation methods may produce different results and comparisons of investment results should consider qualitative circumstances and should be made only for portfolios with generally similar investment objectives. Please review the mutual fund and exchange-traded fund prospectuses before investing. Additional information regarding policies for calculating and reporting returns is available upon request, in addition to Champion Capital Research’s ADV, 713.974.8883.