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.
*as if recommendations are +/- 100% equity LONG-SHORT relative to benchmark (i.e. chart shows added alpha from +/- 100% overlay recommendations)
Longview Quarterly 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 10 years.
