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Investment Strategies

Fact Sheets are updated through 2/28/2017.  For Professional Use Only

EQUITY ROTATION

Seeking growth through equities


Equity Rotation

Equity Rotation

Results are net of fees. Results through 12/31/2015 are hypothetical; live thereafter. Past or current results do not guarantee future performance. All investments involve risk, including loss of principal. The graph only provides statistical data and impersonal advice and is not intended to meet objectives or suitability requirements of any specific account. This chart should be viewed along with the full disclosure information for the strategy.

DYNAMIC EQUITY

Seeking growth through equities with built-in risk management


Dynamic Equity

Dynamic Equity

Results are net of fees. Results through 12/31/2015 are hypothetical; live thereafter. Past or current results do not guarantee future performance. All investments involve risk, including loss of principal. The graph only provides statistical data and impersonal advice and is not intended to meet objectives or suitability requirements of any specific account. This chart should be viewed along with the full disclosure information for the strategy.

HEDGED EQUITY

Seeking growth through equities with built-in risk management


Hedged Equity

Hedged Equity

Results are net of fees. Results through 12/31/2015 are hypothetical; live thereafter. Past or current results do not guarantee future performance. All investments involve risk, including loss of principal. The graph only provides statistical data and impersonal advice and is not intended to meet objectives or suitability requirements of any specific account. This chart should be viewed along with the full disclosure information for the strategy.

GLOBAL ROTATION

Seeking growth through global equities with built-in risk management


Global Rotation

Global Rotation

Results are net of fees. Results through 5/31/2013 are hypothetical; live thereafter. Past or current results do not guarantee future performance. All investments involve risk, including loss of principal. The graph only provides statistical data and impersonal advice and is not intended to meet objectives or suitability requirements of any specific account. This chart should be viewed along with the full disclosure information for the strategy.

GLOBAL LONG/SHORT

Opportunistic, seeking positive returns in all market environments


Global Long / Short

Global Long / Short

Results are net of fees. Results through 7/31/2013 are hypothetical; live thereafter. Past or current results do not guarantee future performance. All investments involve risk, including loss of principal. The graph only provides statistical data and impersonal advice and is not intended to meet objectives or suitability requirements of any specific account. This chart should be viewed along with the full disclosure information for the strategy.

GLOBAL ADVANTAGE

Seeking total return through inverse funds, a unique portfolio hedge


Global Advantage All Asset

Global Advantage

Results are live and net of fees. Past or current results do not guarantee future performance. All investments involve risk, including loss of principal. The graph only provides statistical data and impersonal advice and is not intended to meet objectives or suitability requirements of any specific account. This chart should be viewed along with the full disclosure information for the strategy.

TACTICAL HIGH YIELD

Seeking total return through high yield bonds with built-in risk management


Tactical High Yield

Tactical High Yield

Results are net of fees. Results through 10/31/2013 are hypothetical; live thereafter. Past or current results do not guarantee future performance. All investments involve risk, including loss of principal. The graph only provides statistical data and impersonal advice and is not intended to meet objectives or suitability requirements of any specific account. This chart should be viewed along with the full disclosure information for the strategy.

BOND ROTATION

Seeking total return through bonds


Bond Rotation

Bond Rotation

Results are net of fees. Results through 2/28/2014 are hypothetical; live thereafter. Past or current results do not guarantee future performance. All investments involve risk, including loss of principal. The graph only provides statistical data and impersonal advice and is not intended to meet objectives or suitability requirements of any specific account. This chart should be viewed along with the full disclosure information for the strategy.

BOND ALLOCATION

Seeking total return through bonds in all market environments


Bond Allocation

Bond Rotation

Results are live and net of fees. Past or current results do not guarantee future performance. All investments involve risk, including loss of principal. The graph only provides statistical data and impersonal advice and is not intended to meet objectives or suitability requirements of any specific account. This chart should be viewed along with the full disclosure information for the strategy.

HIGH YIELD BULL/BEAR

Opportunistic, seeking total return through high yield bonds and inverse equities


High Yield Bull/Bear

High Yield Bull / Bear

Results are live and net of fees. Past or current results do not guarantee future performance. All investments involve risk, including loss of principal. The graph only provides statistical data and impersonal advice and is not intended to meet objectives or suitability requirements of any specific account. This chart should be viewed along with the full disclosure information for the strategy.

Variable Annuity

Optimus Variable Annuity Strategies – updated through 1/31/2017

        • VA Long/Short – opportunistic, seeking positive returns in all market environment
        • VA Balanced – seeking growth through diversification with built-in risk management