A 14- Y E A R T R A C K R E C O R D
The Maycrest Tactical Equity Strategy outperformed the broad U.S. equity market in the Great Recession
Successful Strategy Implementation - Maycrest Tactical Equity Strategy
Maycrest Capital utilizes its proprietary software model to implement the Maycrest Tactical Equity Strategy*) (MTS or MT Strategy). The MT Strategy is an equity long-short strategy with a long bias. The benchmark of the strategy is the S&P 500 Total Return (TR) Index.
The table and graph below show the historical performance of the Maycrest Tactical Equity Strategy vs. the S&P 500 Total Return Index from January 1, 2007 (strategy inception) to June 30, 2021. The firm uses the ETF SPY (with dividends reinvested) as proxy for the S&P 500 Total Return Index. The results of the Maycrest Tactical Equity Strategy reflect the reinvestment of dividends and other earnings. Please see the fact sheet below for more detailed information.
*) The Maycrest Balanced Fund Strategy was renamed Maycrest Tactical Equity Strategy on October 13, 2019.
The table and graph below show the historical performance of the Maycrest Tactical Equity Strategy vs. the S&P 500 Total Return Index from January 1, 2007 (strategy inception) to June 30, 2021. The firm uses the ETF SPY (with dividends reinvested) as proxy for the S&P 500 Total Return Index. The results of the Maycrest Tactical Equity Strategy reflect the reinvestment of dividends and other earnings. Please see the fact sheet below for more detailed information.
*) The Maycrest Balanced Fund Strategy was renamed Maycrest Tactical Equity Strategy on October 13, 2019.
Historical performance of the Maycrest Tactical Equity Strategy (gross rate of return) vs. the ETF SPY (with dividends reinvested) as proxy for the S&P 500 Total Return Index from January 1, 2007 to June 30, 2021.
Strategy Implementation - Maycrest Tactical ESG Strategy
Maycrest Capital utilizes its proprietary software model to implement the Maycrest Tactical ESG Strategy (MT ESG Strategy). The inception date of the MT ESG Strategy is February 1, 2020. Performance information is not yet available.
More performance information?
- Fact sheet - Maycrest Tactical Equity Strategy (gross rate of return)
- Article: The Buffett Bet - The Final Results Are In (published on LinkedIn)
- Fact sheet - Maycrest Tactical Equity Strategy (gross rate of return)
- Article: The Buffett Bet - The Final Results Are In (published on LinkedIn)
The firm may only conduct business in states where it is properly registered to do so. There is no guarantee that our Strategy will perform as designed or that the Strategy will be profitable. Investors should expect unprofitable periods. Past performance is not indicative of future performance.