These pieces are thoughts, updates, and announcements from Counterpoint’s portfolio managers, Michael Krause and Joseph Engelberg.
November 19, 2018Add a Dash of Tactical
The life of the investment advisor is full of challenges. Robo-advisors, indexing, and other low-cost options have entered the market, and clients are increasingly prepared to question the value of… read more →Read more.
October 16, 2018How to Shelter from Macro Shocks
Amid recent sharp daily declines in broad U.S. stock indices, advisors and portfolio managers are once again preparing their clients for possible sharp declines in risky assets. They point to… read more →Read more.
September 25, 2018How To Invest in a Bulletproof Market
As we head into the fourth quarter of 2018, investors have plenty to worry about. From the yield curve pointing to rising odds of a US recession, to an increase… read more →Read more.
August 23, 2018Bigger Isn’t Always Better
Markets always find new ways to challenge investors. In a difficult environment for quantitative factor-driven strategies, merely having factor diversification, substantial portfolio exposure to short positions, and international exposure aren’t… read more →Read more.
July 10, 2018Where Factor Investing Has Worked
Why go invest in Japan, Germany, or Australia when there are plenty of opportunities right here in the U.S? Counterpoint Tactical Equity and Long-Short Equity funds are built on confidence… read more →Read more.
May 22, 2018Slim Pickings for Active Bond Managers
Imagine you’re an active bond portfolio manager. Your investors hire you to outperform an index, and you do this by buying the best bonds you can find. You’re probably very… read more →Read more.
April 24, 2018Where Did All the Alpha Go?
We all know the 2008 financial crisis completely upended Wall Street. Storied firms disappeared; Dodd Frank ushered in a new regulatory regime; and central bankers unveiled unprecedented monetary policies. Along… read more →Read more.
March 22, 2018There’s a Bubble in Trashing (Some) Active Management
At the end of 2017 Warren Buffett, the most successful stock picker of the 20th century, won a $1 million bet against a hedge fund manager. Buffett had bet that… read more →Read more.
February 20, 2018How Counterpoint Equity Funds Look At Stocks
A quantitative system that ranks stocks according to factors that have historically explained investment returns is not always easy to grasp in the abstract. To give investors a better sense… read more →Read more.
January 9, 2018Counterpoint Mutual Funds, LLC, Announces a Five-Star Morningstar Rating
SAN DIEGO, CA–(Jan 9, 2018) – Counterpoint Mutual Funds, LLC, announced today Morningstar, Inc., a provider of data and research insights on a wide range of investment offerings, has assigned… read more →Read more.
November 27, 2017How and When to Look for a Recession
Nearly a decade after the Federal Reserve’s interventions during the Great Financial Crisis, investors have been questioning whether Fed policy has corrupted the yield curve, a longtime recession indicator. Deep… read more →Read more.
July 21, 2017Are Factor Returns Still A Factor?
As stock indices continue to soar to all-time highs and painful drawdowns remain scarce, investors have begun to question the value of active strategies. They also appear to be voting… read more →Read more.
April 20, 2017Do Bubbles Exist?
In the Counterpoint Tactical Equity Fund, systematically choosing the right time to take on broad equity market risk is a challenge we continually strive to improve our approach on. As… read more →Read more.
February 24, 2017High Yield in a Rising Rate Environment
The Counterpoint Tactical Income Fund is currently in a “risk on” position, allocating to high yield bond assets. Investors have lately voiced concerns about the Counterpoint Tactical Income Fund’s exposure… read more →Read more.
January 17, 2017January 2017 Update
New Year Update The Counterpoint Tactical Income Fund is currently in a risk-on position, invested in high-yield corporate credit. Morningstar ranked the Fund’s performance in the top 2% of 358… read more →Read more.
February 23, 2016The Buy and Hold Religion
In investing, the following commandments are the religious truths governing the cult of Buy and Hold. If your belief wavers, you risk committing moral blasphemy: The stock market will make… read more →Read more.
January 19, 2016Is “Smart” Money Smart?
Investors pay professional money managers because of managers’ reputation for identifying and exploiting mispriced assets in an effort to beat the market. However, recent evidence shows that institutional investors on… read more →Read more.
Mutual Funds involve risk including the possible loss of principal. Investors should carefully consider the investment objectives, risks, charges and expenses of the funds managed by Counterpoint Mutual Funds. This and other important information about the funds is available in their prospectuses, which can be obtained at counterpointmutualfunds.com or by calling 844-273-8637. The prospectuses should be read carefully before investing. The Counterpoint Mutual Funds fund family is distributed by Northern Lights Distributors, LLC member FINRA/SIPC. To reach the Counterpoint sales team, please refer to our contact page.