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A suite of tactically managed mutual funds 
designed to diversify portfolios and harvest opportunity

Absolute Return mutual funds built for modern markets.

Diversification

Anchor Tactical, long-short mutual funds pursue absolute returns across Equity, Fixed Income and Real Estate. For advisors looking for diversification, we have you covered.

Liquidity

Many alternative investment strategies require multi-year commitments and fund lock-ups. Our funds offer many of the potential benefits of long-short investment strategies with daily liquidity.

Low Correlation

Reducing correlation among portfolio holdings can be a key ingredient to a diversified portfolio. Anchor Capital Tactical mutual funds pursue low correlation to traditional benchmarks.


There is no guarantee that the Funds will achieve their objectives.  No amount of diversification or correlation can ensure profits or prevent losses. 

 

A QUANTITATIVE APPROACH

While traditional investment strategies rely heavily upon forecasts and future estimates, Anchor seeks an edge through a more quantitative approach.

Our disciplined risk models examine market price and volatility across short, intermediate and long term time horizons in an effort to obtain optimal market exposure.

Diversifying across multiple, independent risk management strategies gives us the ability to rebalance quickly, and dynamically adjust exposure to changing market conditions.

ANCHOR TACTICAL FUNDS

TACTICAL EQUITY STRATEGIES FUND

A mutual fund that pursues total return from income and capital appreciation with a secondary objective of limiting risk during unfavorable market conditions.

The fund is designed to compliment and potentially enhance overall portfolio returns during periods of generally rising US equity markets, and a hedge during periods of falling price trends. The fund may fit into one of several allocation objectives: Liquid Alternatives, Tactical Growth, or Core Equity.


The value of securities owned by the Fund may go up or down, sometimes rapidly or unpredictably, due to factors affecting particular companies or the securities markets generally. 

SYMBOL ATESX
CUSIP 66538H823
INCEPTION 9/06/2016
FACT SHEET
PROSPECTUS
SAI
XBRL

TACTICAL CREDIT STRATEGIES FUND

A mutual fund that pursues total returns over a market cycle through a portfolio of long and short, tactical credit investment strategies with a focus on US Corporate High Yield Bonds and U.S. Treasuries.

The fund is designed to compliment and potentially enhance overall portfolio returns during periods of rising prices, and a hedge during periods of falling price trends. The fund may fit into one of several allocation objectives: Alternative, Fixed Income, High Yield Bond or Core Fixed Income.


There is a risk that issuers and counterparties are unwilling or unable to make payments on securities and other investments held by the Fund, resulting in losses to the Fund.

SYMBOL ATCSX
CUSIP 66538H104
INCEPTION 9/29/2015
FACT SHEET
PROSPECTUS
SAI
XBRL

TACTICAL MUNICIPAL STRATEGIES FUND

A mutual fund that pursues total return from municipal bond income and capital appreciation with a secondary objective of limiting risk during unfavorable market conditions.

The fund is designed to compliment and potentially enhance overall portfolio returns during periods of generally rising US municipal bonds, and a hedge during periods of falling price trends and/or rising interest rates. The fund may fit into one of several allocation objectives: Liquid Alternatives, Tactical Fixed Income, or Core Fixed Income.


Municipal bonds are subject to the risk that legislative changes and local and business developments may adversely affect the yield or value of the Fund’s investments in such securities.

SYMBOL ATMSX
CUSIP 66538H773
INCEPTION 9/06/2016
FACT SHEET
PROSPECTUS
SAI
XBRL

EXPERIENCED LEADERSHIP

 

With more than $800 million in assets under management, our investment team has a combined 40+ years of experience in the research and execution of quantitative trading, risk management, and alternative investment strategies.

Garrett Waters

Portfolio Manager
CEO, Anchor Capital

  • 22 Years Experience
  • Previously, JP Morgan Investment Management, Barclays Global
  • Villanova University, 1988-1992

 

Eric Leake

Portfolio Manager
President, CIO, Anchor Capital

  • 22 Years Experience
  • Member Market Technician’s Association, American Association of Professional Technical Analysts
  • Azusa Pacific University, 1988-1992