Dynamic Growth Strategy
When markets fall, most investors retreat. Dynamic Growth does the opposite. A rules-based “buy the dip” strategy that systematically increases exposure during declines and reduces it as markets recover.
At A Glance
BUYS
The Dip
Increases exposure during drawdowns.
RULES
Based
Fully systematic, emotion removed from every decision.
AUTO
Deleverages
Reduces exposure as the portfolio hits new highs.
Long-Term
Focus
Built for investors with patience and high tolerance for volatility.
Volatility isn't the enemy. It's the engine.
Dynamic Growth is built around a single, disciplined rule. When the S&P 500 declines by 5%, the strategy increases market exposure by approximately 10%. If the market continues to fall, the strategy adds more exposure in measured steps, up to a maximum leveraged position of 2X the original investment. Every dip becomes an opportunity to buy at lower prices, without requiring the investor to time the bottom or commit additional capital.
As markets recover and prices rise, the strategy systematically reduces exposure, paying down the leverage and returning the portfolio toward an unleveraged position. This disciplined cycle of adding when prices fall and pulling back as they recover is designed to harness market volatility for long-term growth. The strategy targets only systematic market risk, not concentrated bets on individual stocks or sectors, aligning with the broad forces that drive markets higher over time.
Because Dynamic Growth uses leverage, both gains and losses can be amplified. Drawdowns during severe market declines can be larger than those of the broader market, and investors in this strategy should be prepared to hold their positions through extended periods of volatility. For risk-tolerant, long-term investors who can withstand that ride and believe in the upward trajectory of markets over time, Dynamic Growth offers a structured, emotion-free way to put market downturns to work.
Dynamic Growth uses leverage, which can amplify both gains and losses. Drawdowns during severe market declines can be larger than those of the broader market. The strategy is designed for risk-tolerant, long-term investors who can withstand substantial volatility, and is not suitable for all investors.
