Bluestone Elite Conservative

OBJECTIVE

Improve the risk adjusted return of a conservative investment portfolio over the course of a full market cycle utilizing tactical asset management.

INVESTMENT STRATEGY

The strategy utilizes ETFs and equities as well as fixed income securities for the purposes of portfolio construction. The Manager uses a top-down approach to identify sectors that we believe will produce strong or weak relative performance to the overall market and makes investments to capitalize on these market opinions. When the manager deems it appropriate to position the portfolio defensively, this strategy considers cash to be an asset class and will allocate a significant percentage to cash and cash equivalents.

PORTFOLIO MANAGEMENT

  • Brian C. Shevland
  • Lee A. Calfo

RISK TOLERANCE

Conservative

PORTFOLIO INFORMATION

  • Inception in December 2014
  • Typical allocation is 10-20 individual securities
  • Maximum non-ETF position size is 5% at initiation
  • No leverage, No Shorting
  • Max levered ETF exposure 10% (typically zero)

As of 4/1/2019

 SHARES CLASSBENCHMARK
Class IBlend*
Inception6.115.0%25.6%
YTD8.4%7.2%
2018-4.9%-1.5%
201710.7%10.6%
20160.2%6.4%
20150.8%1.1%
2014**-0.1%0.0%
*Blended benchmark consists of 40% Barclays Aggregative Bond Index and 60% S&P500 Total Return.
**2014 returns are only for November and December 2014.

Please contact us at info@bluestonecm.com

Separate Accounts

TACTICAL

  1. Bluestone Elite
  2. Bluestone Elite Conservative

INCOME

  1. Bluestone Income
  2. Bluestone Income Plus

SMID

  1. Bluestone 4ALPHA Core & Enhanced SMID
Alternatives

HEDGE FUNDS

  1. Bluestone Aalii Fund
  2. Bluestone Absolute Return Fund
  3. Bluestone Financial Institutions Fund
  4. Polaris Point
Sub-Advisory

STRUCTURED CREDIT

  1. Collateralized Debt Obligations

MUTUAL FUNDS

  1. Cavalier Growth Opportunities Fund (CATEX)
*All investments involve risk, including the loss of principal. Past results do not guarantee future performance. Further, the investment return and principal value of an investment will fluctuate; thus an investor’s equity, when liquidated, may be worth more or less than the original cost. This document provides only impersonal advice and/or statistical data and is not intended to meet objectives or suitability requirements of any specific individual or account. This report should not be construed as a solicitation to purchase or sell any security.  Returns are presented in USD net of all fees shown as well as trading costs.  The returns shown are for a composite of accounts assigned to the Bluestone Elite Conservative strategy composite managed by Bluestone Capital Management. The Bluestone Elite Conservative composite includes all Bluestone Elite Conservative strategy accounts not a part of a WRAP program. The Bluestone Elite strategy is a conservative portfolio replacement strategy which seeks to provide superior risk-adjusted returns over a full market cycle.  The S&P 500 is a market capitalization weighted index designed to measure equity performance of US based large capitalization companies while the Barclays US Aggregate measures the performance of the US investment grade bond market. Prospective clients may obtain a GIPS compliant presentation by contacting the firm via the phone or email listed below.
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