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title: Hedged Equity beats Long/Short Benchmark…again
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We’re very pleased to announce that since inception, Hedged Equity beat the Lipper Long/Short benchmark by greater than a factor of 3x.

| View in browser Hi, Hedged Equity beats Long/Short Benchmark...again! We’re very pleased to announce that since inception, Hedged Equity beat the Lipper Long/Short Benchmark by greater than a factor of 3x!  In fact, Hedged Equity beat the index during the latest 3-month, 1-year (2018), and 3-year time periods. (Sources:  Morningstar, AdvisoryWorld, Optimus Advisory Group)   Key Stats (3-Years) (Source:  AdvisoryWorld Analytics)   Hedged Equity has consistently generated alpha since inception.  Moreover, the strategy has an impressive “up capture” (total return during up markets) versus the benchmark and an equally impressive “down capture” (total return during down markets) versus the benchmark.   To find out more about how Hedged Equity can be used effectively within your own client portfolios, please contact us.  We’ll be happy to run complimentary analysis on your current client holdings.     Official Statistical Descriptions: Alpha A coefficient which measures risk-adjusted performance, factoring in the risk due to the specific investment or portfolio, rather than the overall market. A high value for alpha implies that the investment or portfolio has performed better than would have been expected given its beta. Up Market Capture The up capture is the quotient of the annualized return of the portfolio or investments nonnegative, nonzero returns, divided by the annualized return of the benchmark non-negative, non-zero returns. Down Market Capture The down capture is the quotient of the annualized return of the portfolio or investments non-positive, non-zero returns, divided by the annualized return of the benchmark nonpositive, non-zero returns.       New Fact Sheets Available For December 2018   Optimus Advisory Group manages liquid tactical and alternative investment strategies that meet the needs of our clients.  We use a disciplined, quantitative methodology to build and manage our portfolios. Over a full market cycle, these strategies are designed to provide superior risk-adjusted returns while maintaining a low-correlation to traditional market indices. Contact Us (877) 885-7468 info@optimusadvisory.com   Disclosures The performance results shown include the reinvestment of dividends and other earnings. Comparison of the Optimus Advisory Group Programs to any other indices is for illustrative purposes only and the volatility of the indices used for comparison may be materially different from the volatility of the Optimus Advisory Group Programs due to varying degrees of diversification and/or other factors. Different types of investments involve varying degrees of risk and there can be no assurance that any specific investment will be profitable. Optimus Advisory Group does not make any representation that the Optimus Advisory Group Programs will or are likely to achieve returns similar to those shown in the performance results in this presentation. Optimus Advisory Group reserves the right to trade different funds within their models.      The historical S&P performance results (and those of all other indices and index funds used as proxies for indices) are provided exclusively for comparison purposes only, so as to provide general comparative information to assist an individual client or prospective client in determining whether the performance of the Optimus' portfolio meets, or continues to meet, his/her investment objective(s). It should not be assumed that any Optimus portfolio holdings will correspond directly to any such comparative index.       Different types of investments and/or investment strategies involve varying levels of risk, and there can be no assurance that any specific investment or investment strategy (including the investment strategies devised or undertaken by Optimus Advisory Group) will be profitable for a client's or prospective client's portfolio. All performance results have been compiled solely by Optimus Advisory Group and have not been independently verified.      The Optimus performance results do not reflect the impact of taxes. Advisory Services offered through Optimus Advisory Group, a Registered Investment Advisor.   Optimus Advisory Group, 6 Venture, Suite 200, Irvine, CA, 92618 Unsubscribe |
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