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title: Optimus Dynamic Equity vs The Competition
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Volatile markets present challenges and opportunities for tactical money managers.

| View in browser Hi, Dynamic Equity continues to beat its tactical equity competition The past 12 months have been volatile times for equity investors.  Stocks dove in Q4 2018 and then blasted off in Q1 2019.  Such volatile markets present challenges and opportunities for tactical money managers.   Who struggled and who thrived?  Let’s check the numbers to find out.   The chart below shows 1st quarter 2019 performance for Optimus Dynamic Equity and seven of the most commonly used peers: (Source:  Morningstar and Optimus Advisory Group) The next chart shows the same participants during the past 12-months: (Source:  Morningstar and Optimus Advisory Group) The bottom line is that after the dust settled from that rollercoaster ride, only one strategy showed a significant overall gain:  Optimus Dynamic Equity.   If your current equity strategy doesn’t stack up, then it’s time for a change.   Call or email us to find out how you can use Dynamic Equity with your clients.       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. All strategies are net results after subtracting a 1.50% annualized fee. 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.    Performance results reflect hypothetical results that were achieved by means of the retroactive application of a back-tested model and, as such, the corresponding results have inherent limitations, including: (1) the model results do not reflect the results of actual trading using client assets, but were achieved by means of the retroactive application of each of the above referenced models, certain aspects of which may have been designed with the benefit of hindsight; (2) back-tested performance may not reflect the impact that any material market or economic factors might have had on the adviser’s use of the model if the model had been used during the period to actually manage client assets; (3) for various reasons (including the reasons indicated above), clients may have experienced investment results during the corresponding time periods that were materially different from those portrayed in the model.   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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