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The Tilted Funds Group Company Presentation The Tilted Funds Group
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Philosophy Buy Low, Sell High Process Timely Objective Flexible Performance Risk Management People
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Philosophy Based on the fundamental law of supply and demand, demand must be greater than supply for price appreciation to occur. TA’s buy/sell method complements each index providers fundamental stock selection process by identifying those stocks with increasing demand. Fundamentally sound stocks, which are in demand produce price appreciation. Based on the fundamental law of supply and demand, demand must be greater than supply for price appreciation to occur. TA’s buy/sell method complements each index providers fundamental stock selection process by identifying those stocks with increasing demand. Fundamentally sound stocks, which are in demand produce price appreciation.
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Philosophy TA buys low (relatively) when a stock’s price is rising on strong demand and sells high (relatively) when the price is falling on weak demand. TA holds winners and sells losers. TA buys low (relatively) when a stock’s price is rising on strong demand and sells high (relatively) when the price is falling on weak demand. TA holds winners and sells losers. Buy Low, Sell High
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Process TA’s process is equal dollar weighting, rebalanced annually. Investment dollars of sold index component stocks remain allocated to that ticker and are placed in money market accounts until demand dictates that the stock be bought.
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Process Timely TA’s fundamental demand analysis is monitored and updated daily for portfolio adjustments.
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Process Process Objective TA’s buy/sell process is completely objective. The methodology closely tracks and follows the individual component stocks of each index. The sum total of shareholder knowledge, reflected by demand, long term, has proven to be more correct than than any one single individual opinion. TA’s buy/sell process is completely objective. The methodology closely tracks and follows the individual component stocks of each index. The sum total of shareholder knowledge, reflected by demand, long term, has proven to be more correct than than any one single individual opinion.
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Process Flexible TA’s investment management philosophy and process is flexible and can be applied to all major indices or any subset.
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Performance TA’s returns have exceeded the S&P500 over the past 5 years by an average 6.5% per year (1). Holding only those index component stocks whose price is rising, and cash for all others, works! 1.See “Disclosures & Disclaimers” page 15
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Performance Risk Management TA returns are even greater on a risk adjusted basis, because we only invest in those component stocks whose price is rising on strong demand.
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See “Disclosures & Disclaimers” page 15
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People People Philip E. Yockey, Chief Investment Officer, has studied the securities industry, research analysis and investment psychology for over 21 years. Mr. Yockey’s financial expertise is a culmination of corporate training, career advancement and business acumen. He has served as Financial Consultant, Portfolio Manager, Vice President of Managed Products and Director of Research for firms including Shearson American Express, Lehman Brothers, William Blair & Company, Oppenheimer, and Stifel Nicolaus. Mr. Yockey earned a BA in Psychology from the University of Michigan, Ann Arbor. Hal Lueking, Managing Director, has 20 years sales, marketing and management experience in various fields and holds a BS in Business Administration, Management and Marketing from the University of Missouri at St. Louis.
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People , Chief Information Officer, has been involved with the financial services industry over 30 years. He has served as Broker, Consultant, Vice President Finance, Risk Manager and Relationship Manager for firms including Citicorp, H. B. E. Financial Facilities, Burns Pauli Mahoney, and Brooks Fiber Properties. Mr. Fischer holds a BA in Mathematics and an MBA in Finance from St. Louis University. Jack Fischer, Chief Information Officer, has been involved with the financial services industry over 30 years. He has served as Broker, Consultant, Vice President Finance, Risk Manager and Relationship Manager for firms including Citicorp, H. B. E. Financial Facilities, Burns Pauli Mahoney, and Brooks Fiber Properties. Mr. Fischer holds a BA in Mathematics and an MBA in Finance from St. Louis University.
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Disclosures & Disclaimers Tactical Analytics, Inc is registered with Saxony Capital Management, LLC, as an Investment Advisor. Saxony Capital Management, LLC 86 Kenrick Plaza, 86 Kenrick Plaza, St. Louis, MO 63119 St. Louis, MO 63119 (314)963-9336. (314)963-9336. A State Registered Investment Advisor. Securities offered through Saxony Securities, Inc. Member NASD/SIPC A State Registered Investment Advisor. Securities offered through Saxony Securities, Inc. Member NASD/SIPC The investment results for Tactical Analytics, Inc begin 01/01/2000. The performance is not an actual account but a hypothetical return of $1,000,000 invested. The rate of return considers the following, a) All money flows into or out of the funds, b) All realized gains and losses, c) All unrealized gains or losses, d) All dividends and interest income. There is no statistical correlation between past and future performance. As such, there is no assurance that results approximating these returns will continue in the future. The S&P 500 Index is an index of 500 stocks selected by Standard & Poor’s. The NASDAQ 100 Index is an index of 100 stocks selected by The Nasdaq Stock Market, Inc.
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