Join the discussion regarding recent portfolio rebalance, current holdings, and expectations for Day Hagan Logix Tactical Dividend Strategy, July 12, at 3:00 PM EST.
Day Hagan Logix continues to capture attractive market upside despite maintaining, at present, a meaningful defensive cash position based on our disciplined risk management process. Over the last twelve months, Day Hagan Logix has captured 101%* of the Russell 1000 Value Index’s return (gross of fees).
As we look back on 2017 and enter 2018, it is readily apparent that we are living in the midst of interesting times. For the Day Hagan Logix Tactical Dividend strategy, 2017 presented periodic headwinds, though ultimately it was a year that illustrated how our discipline and consistency of process can reward investors.