Investment Manager
Cabana Asset Management (“Cabana”) is an SEC registered investment advisor with offices in Arkansas, Texas and Colorado. Cabana claims compliance with the Global Investment Performance Standards (GIPS®). The firm is comprised of portfolio managers, investment advisor representatives, attorneys, tax professionals, insurance producers and a software engineer.
The Cabana CIT Target Drawdown Series uses a proprietary algorithm that is designed to help shelter investors from risk by seeking to limit losses during down markets, while still participating in up markets. All funds are constructed with the primary goal of minimizing losses where possible, and especially losses that may exceed the applicable target drawdown parameter of each fund. Drawdown is defined as the maximum amount an investment can be expected to fall from peak to trough. Cabana numerically quantifies acceptable levels of risk, identifies the “target drawdown” number at the onset of the investment process, and strives to stay within that range. Returns are calculated monthly for purposes of determining the drawdown of the fund. This method of drawdown measurement creates a “high-water mark” for the fund. All Cabana funds are considered Core All Asset Tactical and provide viable options for most long-term investors.
No current or prospective client should assume that the future performance of any specific investment or strategy will be profitable or equal to past performance levels. All investment strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There can be no guarantee that an investment or strategy will be suitable or profitable for a client’s portfolio or that a portfolio will match or outperform a specific benchmark.
For more information, including important disclaimers, please visit www.thecabanagroup.com
