Our Core Beliefs

We believe that by adhering to a disciplined buy and rotate strategy, we can outperform buy and hold portfolios and generate strong returns for our clients over a multi-year investment cycle. How do we do this? By focusing on the conditions that favor one investment over another. When expansionary conditions exist, that coincides with a favorable environment for stocks relative to bonds, and cyclical sectors relative to defensive ones. When contractionary conditions persist, bonds tend to outperform stocks, and defensive low beta sectors outperform higher beta ones. The continuous attention to this is what our proprietary ATAC models are designed to focus on. We are respectful of price, and work towards making our client accounts reach higher highs even when a buy and hold strategy in certain asset classes does not.

We believe deeply in transparency, liquidity, and independence in how we conduct our business.

For more information or to set up a consultation: Contact us by e-mail at solutions@pensionpartners.com, or phone at (212) 255-5000.

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Want to learn more about ATAC and our investment management services? Email us and a representative will get back to you.

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