Find information and the latest fact sheets for each of Cabana's investment strategies.
Cabana’s Multi-Strategy Series is built with the goal of providing tax-efficient portfolios that we believe will be responsive to changes in the macro-economic cycle while remaining invested and being resistant to whipsaw during volatile markets.
The Multi-Strategy series is built using a combination of all three of Cabana’s core investment strategies: the Target Drawdown strategy, Target Leading Sector strategy and our newest strategy, Target Beta. This combination provides exposure to both active management and traditional allocation models. The Multi-Strategy Portfolios aggregate actively-managed Cabana ETFs with differing weightings to provide solutions across the suitability spectrum ranging, from conservative to aggressive.
Access each of our Multi-Strategy Professional Series fact sheets below.
We combine technology, solid economic principles and real-time data to offer advisors and investors a consistent and disciplined investment approach in our Target Drawdown Series.
The Target Drawdown Series numerically quantifies acceptable levels of risk by identifying a “target drawdown” percentage at the onset of the investment process. The portfolios are constructed with the primary goal of minimizing losses where possible, and especially losses that exceed the applicable target drawdown parameter of each portfolio. This investment philosophy allows clients to remain fully invested at all times, set expectations for loss and actively participate in favorable market conditions.
Access each of our Target Drawdown Series fact sheets below.
Cabana's Target Beta Series seeks to reduce costs and whipsaw associated with more active management through using a semi-active, tactical process whereby Cabana’s Cyclical Asset Allocation Algorithm ("CARA") seeks to identify macro changes in the economic cycle and allocate investment to the assets that perform relatively well at the identified point in the cycle.
Access each of our Target Beta Series fact sheets below.
The Target Income portfolio seeks to provide consistent income to investors through the receipt of dividends and bond interest paid by the portfolios’ underlying holdings. The portfolio is all asset and comprised of entirely of ETFs.
Access the Target Income fact sheets below.