Long/Short US Equity Model | Absolute Returns Investing

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Long/Short US Equity

The Anchor Research Long/Short US Equity Model provides the opportunity to achieve absolute returns investing in the US Equity market indices.

Market timing and active index trading has the potential to produce high returns. However most market timing strategies require investors to commit 100% either long or short, exposing traders to periods of under performance and high volatility. Additionally, not all indices trend in the same direction at the same time, leaving investors constantly evaluating which markets to trade.

By combining Anchor's Long/Short S&P 500, Long/Short Small Cap and Long/Short NASDAQ 100 strategies, investment professionals and investors have the opportunity to profit from multiple asset classes with reduced volatility.

Investment professionals and individual investors looking for a way to hedge long only equity strategies may find the Anchor Research Long/Short US Equity Model the perfect tool for their portfolio.

Yearly Return (%)

	1999	2000	2001	2002	2003	2004	2005	2006	2007	2008
Tactical Balanced	27.4	3.5	38.7	28.3	34.6	16.1	1.5	14.5	-0.8	32.1
S&P 500 Index	19.5	-10.1	-13.0	-23.4	26.4	9.0	3.0	13.6	3.5	-38.5

Yearly Maximum Drawdown (%)

	1999	2000	2001	2002	2003	2004	2005	2006	2007	2008
Tactical Balanced	-6.9	-14.7	-9.4	-8.9	-5.4	-4.8	-4.8	-3.7	-7.8	-3.3
S&P 500 Index	-12.1	-17.2	-29.7	-33.8	-14.1	-8.2	-7.2	-7.7	-10.1	-39.0

Additional performance information including annual returns and equity charts are available to subscribers. Model performance data is calculated based upon hypothetical long and short trades of the Merrill Lynch High Yield Bond Master II Index, NASDAQ 100 Index and S&P 500 Index. No trading costs or commissions are accounted for.

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Hypothetical Investment Models
Anchor Research investment models as presented are not managed portfolios, nor are they offered as investment programs. The research offered by Anchor Research.com is derived through the use of hypothetical model backtesting and strategy evaluation. Back-tested results are achieved by means of the retroactive application of a back-tested trading strategies and, as such, the corresponding results have inherent limitations, including: (1) the results do not reflect the results of actual trading using client assets, but were achieved by means of the retroactive application of each of the referenced strategies, certain aspects of which may have been designed with the benefit of hindsight; (2) backtested performance may not reflect the impact that any material market or economic factors might have had on a subscriber's use of the hypothetical strategy model if the model had been used during the period to actually trade investment assets; and, (3) for various reasons (including the reasons indicated above), Anchor’s clients may have experienced investment results during the corresponding time periods that were materially different from those portrayed in the various Anchor Research model strategies.

Information pertaining to Anchor Capital's advisory operations, services, and fees is set forth in Anchor’s current disclosure statement, a copy of which is available from Anchor Capital upon request. Information pertaining to any mutual fund or ETF or security that is referenced by Anchor hypothetical portfolio is set forth in each respective mutual fund or ETF's prospectus, a copy of which is also available from Anchor upon request.