Strategy Details

University Beta(c) strategy employs leveraged equity and bond positions that change with position in the nominal 4-year investment cycle. Long and inverse funds and ETFs may be employed. This strategy was recently developed by Ph.D Gary J. Harloff.

A presentation is available from the links page.

  1. Asset allocation changes with investment cycle
  2. Performance and disclosure from links page.

For more information about University Beta Strategies, contact Harloff Capital Management (phone: 440-871-7278) or read more on our Financial Investing Blog.