Guardian portfolios are designed to provide attractive and consistent returns, while aiming to minimise volatility, drawdown, sequence of returns risk and cost through the use of trend-following strategies.
Crossing Point brings together the very best of academic analysis and investment expertise.
Crossing Point Investment Management was conceived in 2014 and formed in 2018 based on the conclusion of extensive academic research into an investment philosophy established upon trend-following and tactical trading. Our investment strategies are stringently based upon exhaustive and robust research and testing, backed up by MSc and PhD research papers.
Our Crossing Point Guardian strategy changes the direction and expectations of investment management by not only offering the benefits of global stock market growth, but by managing downside risk through the use of trend-following strategies.
Our advanced Guardian algorithms monitor and signal when to buy, hold or sell capital assets allowing us to participate in up markets and reduce exposure to down markets providing consistent returns at lower risk and lower cost.
Crossing Point’s Guardian portfolios are based on accredited asset allocation models and use tracker funds to gain full global asset class exposure. Our dynamic, technical, rules-based analysis actively informs us when to hold equities and when to revert to the security of safer investments. This process responds to evolving stock market conditions with each geographic equity sector monitored independently.
Trend-following strategies have been shown to significantly reduce volatility and maximum drawdowns, while providing consistent capital returns. Our unique algorithm represents the best in modern investment philosophy and delivers on cost, accessibility and performance.
At the heart of all our portfolios is both the desire to provide attractive performance and the pursuit of low-cost passive funds. We compare available funds to ensure that the selected funds have favourable returns and low fees. All our portfolios are created using a well-diversified, accredited, global asset allocation as the initial source of risk management.
In addition, we also offer distinctive long-only portfolios within our range. These are designed for investment into sustainable and environmentally responsible strategies through our Green Path portfolios and investment based on the superior return and diversity of investment trusts through our Heritage portfolios. Our Foundation portfolios seek to provide an accessible, efficient, reliable, and low-cost accumulation investment strategy.
We have created five distinct investment solutions each with a number of different risk based portfolios – to use either exclusively or as part of a larger asset allocation.
Green Path ESG portfolios select investments that support the wellbeing of our environment and society. Green Path portfolios do not use trend-following and are long-only investments.
Foundation portfolios are a complement to our unique, tactically managed Guardian portfolios but are a long-only investment strategy. The Foundation portfolios hold the same low-cost index tracking funds as our Guardian portfolios, but do not use trend-following.
Heritage portfolios use investment trusts to provide superior returns and consistent dividends over longer investment horizons. Heritage portfolios offer greater diversification and a broader range of holdings. Due to the nature of investment trusts these portfolios are managed on a long only basis and do not use trend-following.
Heritage Dividend portfolios use investment trusts to provide attractive returns and consistent dividends over longer investment horizons. Heritage portfolios offer greater diversification and a broader range of holdings. Due to the nature of investment trusts these portfolios are managed on a long only basis and do not use trend-following.
The default position of our Guardian portfolios is equity investment to gain capital growth but we tactically trade out of equities and into alternative safer assets when our algorithm signals a market decline. We enhance investors returns by minimising market downsides. When markets signal a recovery, we return to equities to capture the upside.
Prof Mike BuckleInvestment Manager
Disrupt - V. to radically change
The greatest steps forward in business have often been initiated by thinking that has disrupted prescribed or accepted processes.
The most successful corporate disruptors challenge on cost, delivery, convenience and performance. Some of the very best examples revolutionising our behaviours and perception include the likes of Amazon, Apple, Uber and Airbnb. Products such as smart phones are triggering constant changes in our habits.
Tracker funds and exchange-traded funds were a market disruptor in their own right. Global tracker funds have grown at an exponential rate in recent years allowing retail investors effective and cheap access to markets that were once exclusive to institutional investors. However, their general use has been quite unsophisticated. Crossing Point has taken all the advantages of trackers and reinvented their use.
Challenge - V. to call (something) into question
Crossing Point’s Guardian portfolios are based on accredited asset allocation models and use tracker-funds to gain full global asset class exposure. Our dynamic, technical rules-based analysis actively informs us when to hold equities and when to revert to the security of safer investments.
This process has been shown to significantly reduce volatility and maximum drawdowns, while providing consistent capital returns. Crossing Point is a positive disrupter in the world of investment management. Our unique algorithm represents the best in modern investment philosophy and delivers on cost, accessibility and performance.