Adaptive Strategy
Let AI handle the market timing. Our Adaptive strategy automatically adjusts its approach based on market conditions—more defensive in downturns, more aggressive in uptrends.
Strategy Overview
How Adaptive Strategy Works
Market Regime Detection
Our AI continuously analyzes market conditions to identify the current regime—bull, bear, or transitional.
Factor Rotation
Based on market conditions, the strategy dynamically weights factors like value, momentum, quality, and volatility.
Risk Management
Automatically adjusts positioning to be more defensive in uncertain markets and more aggressive in uptrends.
Adapts to Market Conditions
The strategy recognizes different market environments and adjusts its approach accordingly.
Bull Market
Emphasizes momentum and growth, increases small-cap exposure
Bear Market
Shifts to value and quality, favors large-cap and defensive stocks
Transitional
Balanced approach with emphasis on quality and low volatility
Dynamic Factor Weights
Unlike static strategies, Adaptive dynamically adjusts factor weights based on market conditions.
Value Factors
P/E, P/B, EV/EBITDA weighted higher in bear markets when valuations matter most.
Momentum Factors
Price momentum and relative strength emphasized in trending markets.
Quality Factors
ROE, profit margins, and earnings stability provide a baseline across all regimes.
Volatility Factors
Low-volatility stocks favored during market uncertainty and transitions.
Size Factors
Large-cap tilt in downturns, small-cap exposure in risk-on environments.
Why Choose Adaptive?
Market timing is notoriously difficult—even professional investors often get it wrong. The Adaptive strategy removes the guesswork by using machine learning to detect market conditions and automatically adjust positioning.
Instead of trying to predict the future, Adaptive reacts to what's happening now. When market indicators suggest increased risk, the strategy becomes more defensive. When conditions improve, it takes more aggressive positions.
This makes it an excellent "core" holding—a single strategy that handles different market environments without requiring you to switch strategies or time the market yourself.
Is Adaptive Strategy Right for You?
Specialized Strategies
Want more control? Try one of our single-factor strategies.
Let AI Handle the Market Timing
The Adaptive Strategy is available on all subscription tiers.
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