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The Privateer program offers a range of ETF-based portfolio models that help us tailor our approach to the needs of each client. The composition of each client’s portfolio is based on consolation with ETFCM and considers individual objectives, time horizon, and risk parameters. All of our portfolios are highly diversified, and based on our unique multi-factor investment process that manages risk while helping to add value.
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The objective of the Global Conservative Portfolio is to provide income, and achieve returns that protect the purchasing power of capital against the forces of inflation. With this portfolio, we seek investment opportunities through ETFs that provide exposure to Fixed Income instruments (known as ETNs or Exchange Traded Notes). ETNs are highly diversified baskets of stable and income producing investments. The Global Conservative mandate is suitable for investors who want to take less risk, and/or have shorter time horizons. |
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The Global Balanced Portfolio aims to protect the purchasing power of capital by seeking returns that outpace inflation on a net-of-fees basis, and have the potential to add capital appreciation over time. This strategy makes use of a highly diversified mix of ETNs and ETFs, with selective exposure to our tactical sector/asset class rotation. The Global Balanced portfolio is intended for investors with a short-medium time horizon who want more stable returns while keeping pace with inflation, and retaining the potential for growth. |
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The Global Growth strategy has an absolute return focus, and seeks growth in all market conditions through limiting drawdowns and outperforming the broad indices over time. We actively manage sector and asset class rotation, with a focus on Global equity ETFs. The Global Growth strategy is intended for investors who are seeking a conservative approach to growth that will help them achieve their longer-term financial goals. |
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The Global Aggressive strategy targets significant returns over a longer time horizon. Included in this portfolio are ETFs that have the potential for larger returns, but with greater volatility. Market opportunities are pursued across all asset classes, on both the long and short side with a 130/30 (130% long, 30% short, 100% net long exposure) structure. The Global Aggressive portfolio is only suitable for long-term investors who are looking for a more dynamic and active approach, with participation in a broad range of asset classes and investment styles that aim to capture the most lucrative ETF opportunities around the World. |
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The GPS Fund is available as a stand-alone investment, however it is also a suitable complement to the portfolio for some Privateer clients. With the GPS Fund there is no fixed range for asset allocation; rather it is entirely opportunistic – meaning that we invest anywhere in the world, in any asset classes that we believe represent the best risk-reward scenarios. GPS brings the positive risk-management features of a hedge fund together with our more conservative “client-friendly” approach. When added to a portfolio, GPS is intended to enhance risk-adjusted returns over time. GPS Fund Details | Privateer Strategy Guide | GPS Fund FAQ | Contact Us |