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Defensive StrategiesUncompromising StandardsProfessionally Managed
Protection of principal through an aggressive, proactive investment strategy
Timothy Plan's Defensive Strategies fund is another fund that is unique to Timothy Plan. As one of the only, if not the only, funds that holds physical gold bullion outside of a Central Bank, it is designed to provide security in times of uncertainty. Investing in real estate, TIPs and cash or cash equivalents, its objective is to provide stability should there be unpredictable market conditions such as high inflation or a rapid increase in interest rates. Call +1 (800) 846-7526 or chat online if you need any assistance.
Objective
The Fund's objective is to provide an investment option that will react to rapidly changing economic conditions.
Strategy
The adviser to the Defensive Strategies Fund intends to manage the allocation of the various sleeves in accordance with varying economic conditions. Currently the Fund's allocation is over-weighted in TIPS and cash while underweighted in REITs and commodity based ETFs. Key elements in guiding the allocation process are market conditions and the level of inflation or deflation. Although the adviser cannot guarantee or accurately predict future events, the adviser's primary goal is preservation of principal.
Is this fund right for you?
- This fund is committed to our comprehensive filtering criteria.
- Low risk.
- Seeking stability and/or a safe-haven for rapidly changing economic conditions, such as inflation or increasing interest rates. · Inflation sensitive fund comprised of TIPS, REITs, cash and cash equivalents.
- Physical gold bullion held outside of a Central Bank.
Risk & Strategy
We have created a worksheet to help you decide which funds might meet your investment needs, Asset Allocation Investor Worksheet. Answer the questions, then add your points to consider an appropriate strategy. The scale attempts to create a spectrum of the funds using a broad brush criteria of aggressiveness/risk. The scale and order of funds may not be accurate at any point in time, because as the markets shift and change, so will the relative positions of the funds. This should be considered as a general guideline and not a scientifically created/maintained analytical tool. You may want to consider a more aggressive or more conservative diversification than your score indicates.
Management of the Fund
Barrow, Hanley Barrow Hanley Global Investors is a brand name that refers to Barrow, Hanley, Mewhinney & Strauss, LLC. Barrow Hanley is a leader in global value investing, partnering with clients around the world to provide attentive service and insightful perspectives.
Rahul Bapna, CFA
Mr. Bapna joined Barrow Hanley in 2012. He currently serves as a lead portfolio manager for the Intermediate and Short Maturity strategies. He also serves as an analyst for investment grade corporate bonds. Mr. Bapna’s career includes work as a research analyst at Trust Company of the West (TCW) and Metropolitan West Asset Management, where he was responsible for credit research in various industries. Mr. Bapna received his BA in Economics from the University of Texas and is a member of the CFA Institute.
Mark C. Luchsinger, CFA
Mr. Luchsinger joined Barrow Hanley in 1997. He was appointed Co-Head of Fixed Income, along with Scott McDonald, in 2017. He also serves as a portfolio manager, specializing in investment grade and high yield corporate bond strategies and is the lead portfolio manager for our Core and Core Plus strategies. He is a member of the CFA Institute and the CFA Society of Dallas-Fort Worth. During his investment career, Mr. Luchsinger has served as Chief Investment Officer for Great American Reserve Insurance Company. He began his career as a credit analyst at Scor Reinsurance Company. In addition, Mr. Luchsinger spent 10 years in fixed income sales at First Boston Corporation. He earned a BBA from Bowling Green State University.
Scott McDonald, CFA
Mr. McDonald joined Barrow Hanley in 1995. He was appointed Co-Head of Fixed Income, along with Mark Luchsinger, in 2017. Mr. McDonald serves as the lead portfolio manager for our Long Duration strategies, specializing in corporate and government bonds. He is a member of the CFA Institute and the CFA Society of Dallas-Fort Worth. During his investment career, Mr. McDonald previously served as senior vice president and portfolio manager at Life Partners Group, Inc., managing corporate bonds, private placements, and mortgages. While with Life Partners, he was responsible for implementing the investment strategy for their life insurance and annuity assets. Prior to that, he was a credit supervisor and lending officer for Chase Bank of Texas. Mr. McDonald received an MBA from the University of Texas and a BBA from Southern Methodist University.
Erik A. Olson
Mr. Olson joined Barrow Hanley in 2001. He serves as a portfolio manager for our investment grade and high yield strategies. He also serves as an analyst for investment grade and high yield corporate bonds, both U.S. and non-U.S. His career includes work as a research analyst for Sanders Morris Harris. He has also worked at Merrill Lynch and as the legislative assistant for the Interstate Natural Gas Association in Washington, D.C. Mr. Olson received an MBA from Texas Christian University, where he served as a portfolio manager for the William C. Conner Foundation Educational Investment Fund. He earned a BA from Emory University.
Chilton Capital Management is a Registered Investment Advisor (RIA) and Texas-chartered Trust Company based in Houston, Texas. Founded in 1996, we provide a full range of investment services to individuals, family offices, business owners, endowments, foundations, retirement plans and trusts.
Bruce G. Garrison, CFA
Senior Managing Director, REIT Strategy
Mr. Garrison is the senior portfolio manager for the firm's REIT strategy. Prior to joining Chilton Capital Management in 2011 he served as a Director in the Investments Group at Salient Partners. Mr. Garrison began his career in 1972 with Morgan Guaranty Trust Co. His career experience also includes tenure as Managing Director for Kidder Peabody & Co., and Paine Webber (now UBS), where he participated in over $8 billion of financings (primarily equity) involving REITs. In 1993 and 1994, Mr. Garrison was voted Institutional Investor All American for REIT Research, first and second, respectively, and won the Realty Stock Review All-Star Analyst Award in 1992, 1993, and 1994.
Mr. Garrison has a BBA and MBA from the University of Texas at Austin. He is a CFA charter holder, a member of the CFA Institute, and the CFA Society of Houston and a member and former governor of the National Association of Real Estate Investment Trusts (NAREIT). Mr. Garrison serves on the firm's Investment Policy Committee.
Matthew R. Werner, CFA
Managing Director | Portfolio Manager
Matt Werner is a Managing Director / Portfolio Manager who leads the Chilton REIT Team along with strategy founder Bruce Garrison. Matt performs analysis, conducts property tours, and meets with REIT management teams in order to assemble a portfolio that seeks to outperform the benchmark, net of all fees and expenses. His team is responsible for managing separately managed accounts for institutions and high net worth individuals, as well as a public 40 Act Fund. Matt also interfaces with clients and prospects in order to communicate how this proven strategy will continue to build wealth so that clients can achieve their financial goals.
Prior to arriving at Chilton, Matt worked on the investment team at Salient Partners, where he gained valuable knowledge of analyzing and assessing real estate fund managers for a fund-of-funds, as well as working on the Salient REIT Team.
Matt holds a CFA charter and is a member of the Houston CFA Society, CFA Institute, and National Association of Real Estate Trusts (NAREIT). He has been quoted in numerous national publications including the Wall Street Journal, Forbes, Barron’s, Financial Times, Investors Business Daily, Grant’s Interest Rate Observer, and Kiplinger’s. Matt holds a BS degree in Finance from Boston College.
CoreCommodity Management is an independent investment advisor which has provided investment management services to sovereign wealth funds, public and corporate pensions, and endowments and foundations seeking commodities exposure.
Adam De Chiara
Co-Founder, Portfolio Manager
Adam De Chiara is a Co-Founder of CORE and the Portfolio Manager of the CORE Commodity Programs. Mr. De Chiara began his commodity career in 1991 at Goldman Sachs where he was responsible for trading the Goldman Sachs Commodity Index ("GSCI"). In 1994, Mr. De Chiara founded the commodity index group at AIG, where he designed and launched the Dow Jones—AIG Commodity Index. In 2003, Mr. De Chiara co-founded the commodities group at Jefferies. Mr. De Chiara received a BA from Harvard University and a JD from Harvard Law School.