Cabana Asset Management (“Cabana”) is an SEC registered investment adviser 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 adviser representatives, attorneys, tax professionals, insurance producers and a software engineer.
Cabana uses a proprietary algorithm that is designed to help shelter investors from risk by striving to limit losses during down markets, while still participating in up markets. Beginning in 2007, Cabana utilized its dynamic Cyclical Asset Reallocation Algorithm (“CARA”) to provide investors with the its unique Target Drawdown approach to investing. Target Drawdown strategies numerically quantify acceptable levels of risk, identify a “target drawdown” number at the onset of the investment process, and strive to stay within that range. All Cabana funds are constructed with the primary goal of minimizing losses where possible, and especially losses that exceed the applicable target drawdown parameter of each fund. Cabana offers multiple drawdown variations to meet the needs of investors across risk profiles. The CIT series is made up of funds with a maximum drawdown percentage of 5, 7, 10, 13 and 16, and includes an income fund. Identified Target Drawdown percentages are targets, not guarantees.
For more information, including important disclaimers, please visit www.thecabanagroup.com.
GIPS® is a registered trademark of the CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. To receive Cabana’s verification report, GIPS Report, and/or a list of composite descriptions, please email your request to email@example.com.