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T-1 Balanced US Large Cap Equity Strategy

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Result Driven Equity Portfolios
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T-1 Fund Overview
(updated 12.31.2022)
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Balanced US Large Cap Equity Strategy:
Tier 1 Risk Management LLC (“T-1”) is an investment adviser focused on managing market volatility. T-1’s Balanced US Large Cap Equity Strategy (“T1 Balance”) employ T-1’s US Large Cap Equity Strategy and T-1’s Dividend Strategy in an effort to minimize the volatility and risk of the overall portfolio.
T1 US Large Cap Equity Strategy uses an objective, quantitative rules-based methodology, traded weekly to measure the performance of an equal-weighted portfolio of approximately 25 large capitalization U.S. listed companies evaluated on a volatility-based model.
T-1 Dividend strategy seeks to track the investment results of broad dividend-paying companies in the U.S. equity market.
Strategy Mandate:
Our key mandate for T1 Dividend strategy is to find companies that pay a consistent dividend above 3.50% and have the ability to provide support in down markets while striving to enhance overall returns.
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