Strategies
Research-driven strategies designed to seek total returns while maintaining the flexibility to adapt to changing market risks.
Engineered for flexibility in all market environments
Our strategies are designed to seek various levels of risk. The portfolios are dynamically created based on advanced research into economic, fundamental, technical, and market psychology factors. As these market conditions change, the strategies are re-allocated accordingly in an effort to capture upside market movements and avoid protracted downturns.
✓ Tactical Asset Allocation
✓ Unconstrained Portfolios
✓ Focus on Capital Preservation
✓ Seek Upside Capture, Downside Avoidance
We have designed a simple Risk Profile Questionnaire to help investors determine the right mix of investments or Quartz Partners Strategies by identifying their age, objectives and risk tolerance. Click below to see what type of investor you are.
Strategies
Quartz Equity
TACTICAL EQUITY
Investment Objective
Seeks long-term capital growth with a secondary emphasis on capital preservation.
Strategy Description
The Quartz Equity is a global equity Strategy with an aggressive risk profile over a full market cycle that seeks long-term capital appreciation with a secondary emphasis on capital preservation. The Strategy will be primarily determined based on our outlook on the financial markets and global economy. Relative strength and other technical analyses may also be used to make asset allocation decisions.
The Strategy may consist of a mix of US equity, foreign equity, REITs, commodity, government bond and or cash or equivalent Securities. The Strategy is non-diversified and will often be concentrated in one or a select number of Securities.
In an attempt to meet the Strategy’s secondary emphasis of capital preservation, the Quartz Equity Strategy will at times be invested up to 100% in US Treasury/government bond Securities and/or cash or equivalent Securities. This will generally occur when our market and/or economic outlook become negative, or when investment opportunities are constrained by valuations or other factors.
Inception Date
3/1/2015
Fact Sheet
Quartz Spectrum
TACTICAL ALL ASSET
Investment Objective
Seeks long-term capital growth with a secondary emphasis on capital preservation.
Strategy Description
The Quartz Spectrum is a multi-asset Strategy with a moderate risk profile over a full market cycle and seeks long-term capital growth with a secondary emphasis on capital preservation. The Strategy will be primarily determined based on our outlook on the financial markets and global economy. Relative strength and other technical analyses may also be used to make asset allocation decisions. The Strategy may invest across the entire asset class universe and seeks to provide positive total returns through tactical allocations amongst each of the distinct asset classes. As a result, the Strategy may offer varying levels of risk and does not resemble a traditional, diversified allocation of stocks and bonds. The Strategy may consist of a mix of US equity, foreign equity, bond, REIT, Commodity, and or cash or equivalent Securities. Strategy is non-diversified and will often be concentrated in one or a select number of Securities.
In an attempt to meet the Strategy’s secondary emphasis of capital preservation, the Quartz Spectrum Strategy will at times be invested up to 100% in US Treasury/government bond Securities and/or cash or equivalent Securities. This will generally occur when our market and/or economic outlook become negative, or when investment opportunities are constrained by valuations or other factors.
Inception Date
3/1/2015
Fact Sheet
Quartz Yield Plus
TACTICAL FIXED INCOME
Investment Objective
Seeks long-term capital growth with a secondary emphasis on capital preservation.
Strategy Description
The Quartz Yield Plus Strategy has a moderately conservative risk profile over a full market cycle and seeks positive total returns and current income with a secondary emphasis on capital preservation. The Strategy will be primarily determined based on our outlook on the financial markets and global economy. Relative strength and other technical analyses may also be used to make asset allocation decisions.
The Strategy will often invest up to 100% in high yield corporate bond Securities, which typically represents the primary source of return and risk to the Strategy. The Strategy may also consist of an unconstrained mix of bond Securities (including but not limited to bank loans, global bonds, emerging markets debt, government bonds, and municipal bonds), convertible Securities, REITs, and or cash or equivalent Securities. Target allocations to equity Securities with a positive yield may represent a portion of the Strategy. The Strategy is non-diversified and will often be concentrated in one or a select number of Securities. Leveraged Securities may be used in the Strategy.
In an attempt to meet the Strategy’s secondary emphasis of capital preservation, the Quartz Yield Plus Strategy will at times be invested up to 100% in US Treasury/government bond and/or cash or equivalent Securities. This will generally occur when our market and/or economic outlook become negative, or when investment opportunities are constrained by valuations or other factors.
Inception Date
3/1/2015
Fact Sheet
Quartz High Yield Legacy
TACTICAL HIGH YIELD BOND
Investment Objective
Seeks long-term capital growth with a secondary emphasis on capital preservation.
Strategy Description
The Quartz High Yield Legacy Strategy has a moderately conservative risk profile over a full market cycle and seeks positive total returns with a secondary emphasis on capital preservation. The Strategy’s portfolio will be primarily determined based on our outlook on the financial markets and global economy. Relative strength and other technical analyses may also be used to make asset allocation decisions.
The Strategy will often invest up to 100% in high yield corporate bond Securities, which typically represents the primary source of return and risk to the Strategy. The Strategy is non-diversified and will frequently be 100% invested in high yield bond Securities, government bond Securities, or cash or equivalent Securities.
In an attempt to meet the Strategy’s secondary emphasis of capital preservation, the Quartz High Yield Legacy Strategy will at times be invested up to 100% in US Treasury/government bond and/or cash or equivalent Securities. This will generally occur when our market and/or economic outlook become negative, or when investment opportunities are constrained by valuations or other factors.
Inception Date
3/1/2015
Fact Sheet
adaptCORE Portfolios
Designed for investors looking for a diversified mix of Quartz Strategies, the adaptCORE Portfolio Series combine multiple Strategies into a single portfolio. With options ranging from conservative growth to aggressive growth, adaptCORE makes it easy to find the right mix of tactical portfolios.
adaptCORE Aggressive Growth
adaptCORE Long-Term Growth
adaptCORE Balanced Growth
adaptCORE Conservative Growth
60%
20%
20%
40%
40%
20%
20%
50%
30%
20%
80%
Quartz Equity
Quartz Spectrum
Quartz Yield Plus
Quartz adaptCORE Conservative Growth
MULTI-STRATEGY PORTFOLIO
Investment Objective
Seeks long-term capital growth with a secondary emphasis on capital preservation.
Strategy Description
The adaptCORE Portfolios are a mix of Quartz core Strategies (Equity, Spectrum, Yield Plus). The Portfolio will be dynamically rebalanced based on our outlook on the financial markets and economy. All asset classes may be utilized in the Portfolio, with allocations adjusting to changing market conditions in an unconstrained manner. During periods in which capital preservation measures are undertaken, up to a 100% allocation in cash or equivalent securities may be used.
Inception Date
5/1/2015
Fact Sheet
Quartz adaptCORE Balanced Growth
MULTI-STRATEGY PORTFOLIO
Investment Objective
Seeks long-term capital growth with a secondary emphasis on capital preservation.
Strategy Description
The adaptCORE Portfolios are a mix of Quartz core Strategies (Equity, Spectrum, Yield Plus). The Portfolio will be dynamically rebalanced based on our outlook on the financial markets and economy. All asset classes may be utilized in the Portfolio, with allocations adjusting to changing market conditions in an unconstrained manner. During periods in which capital preservation measures are undertaken, up to a 100% allocation in cash or equivalent securities may be used.
Inception Date
5/1/2015
Fact Sheet
Quartz adaptCORE Long-Term Growth
MULTI-STRATEGY PORTFOLIO
Investment Objective
Seeks long-term capital growth with a secondary emphasis on capital preservation.
Strategy Description
The adaptCORE Portfolios are a mix of Quartz core Strategies (Equity, Spectrum, Yield Plus). The Portfolio will be dynamically rebalanced based on our outlook on the financial markets and economy. All asset classes may be utilized in the Portfolio, with allocations adjusting to changing market conditions in an unconstrained manner. During periods in which capital preservation measures are undertaken, up to a 100% allocation in cash or equivalent securities may be used.
Inception Date
5/1/2015
Fact Sheet
Quartz adaptCORE Aggressive Growth
MULTI-STRATEGY PORTFOLIO
Investment Objective
Seeks long-term capital growth with a secondary emphasis on capital preservation.
Strategy Description
The adaptCORE Portfolios are a mix of Quartz core Strategies (Equity, Spectrum, Yield Plus). The Portfolio will be dynamically rebalanced based on our outlook on the financial markets and economy. All asset classes may be utilized in the Portfolio, with allocations adjusting to changing market conditions in an unconstrained manner. During periods in which capital preservation measures are undertaken, up to a 100% allocation in cash or equivalent securities may be used.
Inception Date
6/1/2015
Fact Sheet
Past Performance is not a guarantee of future results. There is no guarantee that the Strategy’s objectives will be met.
Quartz Partners Investment Management (“Quartz”) puts forth its best effort to achieve the objectives of its programs. However, there is no guarantee that the objectives will be achieved. An Account(s)' return and principal will fluctuate so that the Account(s), when redeemed, may be worth more or less than the amount in the Account(s) at or subsequent to the effective date of the Investment Management Agreement. Current performance may be higher or lower than the performance data quoted. Quartz strategies may involve above-average portfolio turnover, which could negatively impact the net after-tax gain experienced by an individual client. Performance results do not reflect the impact of taxes. Investments in the programs are subject to investment risk, including possible loss of principal. Tactical management and diversification strategies do not protect against losses in declining markets. Quartz’s risk management process includes an effort to monitor and management risk, but should not be confused with (and does not imply) low risk.
Exchange-Traded Funds (“ETFs”) trade like stocks and may trade for less than their net asset value. The use of leverage strategies by a fund increases the risk to the fund and magnifies gains or losses on the investment. You could incur significant losses even if the long-term performance of the underlying index showed a gain. Most leveraged funds “reset” daily. Due to the effect of compounding, their performance over longer periods of time can differ significantly from the performance of their underlying index or benchmark during the same period of time. Inverse index funds experience losses when the benchmark used rises. The benchmarks referenced herein have not been selected to represent an appropriate benchmark with which to compare a client’s performance, but rather are disclosed to allow for comparison of the client’s performance to that of certain well-known and widely recognized indices. Indexes are unmanaged, do not incur management fees, costs and expenses, and cannot be invested in directly. The S&P 500 Index is a market capitalization-weighted index of 500 widely held stocks often used as a proxy for the stock market. It is the most widely used benchmark for U.S. stock funds and portfolios. The Barclays Capital U.S. Aggregate Bond Index is comprised of approximately 6,000 publicly traded bonds including U.S Government, mortgage-backed, corporate, and Yankee bonds with an approximate average maturity of 10 years. The Barclays U.S. Corporate High-Yield Index covers the U.S. dollar-denominated, non-investment grade, fixed rate, taxable corporate bond market. Securities are classified as high-yield if the middle rating of Moody’s, Fitch, and S&P is Ba1/BB+/BB+ or below. These portfolios tend to hold larger positions in stocks than conservative-allocation portfolios. These portfolios typically have 50% to 70% of assets in equities and the remainder in fixed income and cash. The funds that compose this Average incur different fees and expenses than the Strategy, which is not registered as an open-end fund as set forth by the Investment Company Act of 1940; the Average performance is therefore provided for informational purposes only.
Quartz is an investment adviser registered with the SEC under the Investment Advisers Act of 1940. SEC registration does not constitute an endorsement of the firm by the SEC nor does it indicate that the advisor has attained a particular level of skill or ability. Quartz’s Form ADV Part 2: Firm Brochure and other account documentation is available upon request. Quartz may pay 50-60% of the annual advisory fee to a solicitor who is responsible for introducing an investor to Quartz.