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Track record: a summary of performance across our key research products 

At Longview, we publish two model portfolios designed to help investors navigate different market horizons. 

 

 

The first is our Tactical Portfolio, a short-term strategy focused on the US equity market with a typical investment horizon of 1 to 4 months. Its objective is to help investors navigate periods of market volatility by identifying opportunities to reduce exposure ahead of significant pullbacks and re-enter following periods of weakness. The strategy is driven primarily by our analysis of investor sentiment and risk appetite, assessing prevailing levels of market fear and greed.

Longview Tactical Equity Asset Allocation:

The 'Tactical Equity Asset Allocation' product, in combination with the occasional 'Longview Alert', makes recommendations on a 1 - 4 months timeframe on US equities (S&P500) versus cash (and in some instances, also versus 10 year Treasuries). We track the performance of each of those recommendations. Here, we show the alpha generation (performance percentage ahead of the benchmark) of our equity long/short overlay recommendations.  We have successfully delivered positive alpha in 14 of the last 15 years.

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*as if recommendations are +/- 100% equity LONG-SHORT relative to benchmark (i.e. chart shows added alpha from +/- 100% overlay recommendations)

The second is our Global Strategic Asset Allocation Portfolio, a longer-term (global) strategy with a 6 to 24 month investment horizon. This portfolio provides recommendations across the major public market asset classes, including equities, bonds, commodities, credit and cash, spanning both developed and emerging markets. The approach is grounded in business cycle analysis, combining assessments of shorter and longer-term economic cycles with an evaluation of the key macroeconomic themes shaping the global investment landscape. 

Longview Strategic Asset Allocation:

This multi asset strategy product makes quarterly recommendations across all key asset classes on a 6 - 24 month timeframe. We measure performance both on an absolute basis (i.e. as a standalone portfolio) and on a relative basis (against an average of global asset allocation indices). As the chart illustrates, the Longview Economics' recommended Quarterly Asset Allocation portfolio has consistently outperformed the benchmark over the last 15 years.

 

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