Products

Summary

The AIS Group consists of two companies that offer several different investment styles. AIS Futures Management offers the (1) MAAP strategy and AIS Capital Management offers the (2) Gold (3) TAAP and (4) Capital Growth strategies.

• View a summary of all Products with Performance.

MAAP (Multi Asset Allocation Portfolio) is a systematic, diversified, long term, trend following futures portfolio that maintains either long or short positions in six different asset groups: (1) equities, (2) fixed income, (3) currency, (4) energy, (5) grains, and (6) metals. MAAP is unique among diversified futures programs in that its allocation to physical commodities is two to four times that of most other futures programs. Leverage is used in this portfolio and we maintain two composites of performance. The 2X-4X program has aggregate contract positions, whether long or short, that range between 2 and 4 times the equity in an account. The 3X-6X program has aggregate contract positions of 3 to 6 times the equity in an account.

• View MAAP Presentation (PDF).
• View recent MAAP monthly mailer / commentary (PDF).

TAAP (Tactical Asset Allocation Portfolio) is a tactical asset allocation program that invests in four asset categories: (1) equities, (2) bonds, (3) gold bullion, and (4) cash equivalents. This portfolio uses no leverage and does not sell short. It can invest from 0 - 80% in equities, bonds, and gold or various combinations of each. It can also move up to 100 percent in cash equivalents.

• View TAAP Presentation (PDF).
• View recent TAAP mailer / commentary (PDF).

Capital Growth is an equity strategy that screens approximately 2500 companies for a fully invested portfolio of 30 to 60 names. Individual stocks are selected quantitatively on the expectation that they will out perform the S&P 500 over the next 12 to 18 months. Potential additions or deletions to the portfolio can occur weekly. In addition opportunistic hedging occurs with the use of various equity index futures contracts when our proprietary systematic programs generate sell indicators. Depending on the degree of sell signals generated the portfolio could at times have offsetting hedges of up to 200 percent of the underlying equity portfolio. However, the primary goal of the portfolio is to achieve capital gains from the individual equity positions while moderating downside risk with the index futures.

• View Capital Growth Presentation (PDF).
• View recent Capital Growth mailer (PDF).

Gold Investment Strategy invests in both precious metals futures contracts and individual mining companies. Quantitative investment techniques similar to those employed in our other strategies are employed in this investment program.

• View Gold Strategy Presentation (PDF).
• View recent Gold Strategy mailer (PDF).