Canterbury offers a mutual fund that follows the same proprietary Portfolio Thermostat investment process we’ve developed, tested, and refined since 2003 for our separately managed accounts for individuals and RIAs.
The Portfolio Thermostat is a comprehensive, evidence- and rules-based system. We believe validity can only exist alongside testable results, for only strategies with complete software systems that determine specific actions and make measurable claims have meaningful value.
The Thermostat strategy is built upon the basic premise that the markets are ever-changing. Market environments shift from bull to bear and back again, and volatility shifts with them. We believe to effectively manage risk, an investment strategy needs to adjust to managing the variable level of risk exposure in concert with the markets.
Dynamic and Responsive Process
Reality-driven rather than noise-driven approach
Our process utilizes technical analysis to react to what is happening in the markets, as opposed to predictions of what will happen. We believe long-term growth depends upon making meaningful short-term decisions. The Thermostat’s design is focused on distinguishing between what is meaningful and what is not in an effort to most advantageously position the Fund for long-term growth.
If you have questions about the Portfolio Thermostat Fund, please call us at 317-732-2075
Given the significant differences between separately managed accounts and mutual funds, investors should consider the differences in expenses, tax implications and the overall objectives between separately managed accounts and mutual funds before investing. Past performance of the strategy/separately managed account is not indicative of future performance of the fund.
Investors should carefully consider the investment objectives, risks, charges and expenses of the Canterbury Portfolio Thermostat Funds. The Fund’s prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the Fund’s prospectus by downloading a prospectus or by calling Shareholder Services at 844.838.2121.