Performance and protection in all market cycles
Tioga Capital Management, LLC was created to help investors maximize returns, control risks and protect wealth.
Our goal is to offer the premier alternative to traditional equity mutual funds and indexed investing vehicles. Our flagship Arcadia Enhanced Index Fund was designed to safely outperform the market in all conditions and is where our portfolio manager invests 100% of his own liquid assets.
Mission Statement
Tioga Capital Management, LLC is committed to delivering transparent, alternative investment solutions to sophisticated high-net-worth investors and institutions seeking consistent profit participation with lower than average risk.
Our Approach
Our model fuses the old with the new by combining traditional value investing techniques with a proprietary, automated trading model that removes guesswork and emotion from the investment process. Using this efficient and opportunity-focused strategy, we lock in gains, mitigate losses, and preserve capital more readily than traditional indexed fund products. We believe that this approach drives repeatable success.
Along with better returns, capital preservation is central to our investment philosophy. We only invest in S&P 500 stocks. In order to move to and stay in cash during sustained periods of market uncertainty, we use an automated “cooling off period” and scan for “value idleness.” Our value bias also serves to better protect in downswings as undervalued stocks can be less sensitive to volatility shocks.
