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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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BALANCE US LC EQ FACT SHEET

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Investment Process

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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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