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Managing Risk and the Benefits to Rules-Based Investing in 2020

Released on Monday, December 7, 2020•ETFs

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Market volatility has become the norm this year. Months of gains can be erased in a day or two. With that level of uncertainty comes a lot of client emotion—mostly fear. Cabana's new Target Drawdown Series of ETFs provides a simple, transparent, and easy-to-understand investment designed to capture upside in positive markets (with no ceiling), while aiming protecting downside (to a predetermined percentage) when times get tough. Join Chadd Mason, co-founder and CEO of The Cabana Group, to hear why removing market timing from the equation and following a rules-based and repeatable process can keep clients invested and focused for long-term success.

Chadd Mason

The Cabana Group, CEO and Co-Founder

Chadd Mason is the CEO and co-founder of The Cabana Group (Cabana). He and his team are known for developing what is believed to be the first-ever Target Drawdown Series of portfolios and products. Cabana utilizes a proprietary algorithm that is designed to help shelter investors from risk by striving to limit numerically defined losses during volatile and down markets, while still participating in up markets. The firm's unique Target Drawdown approach to investing is employed in a suite of SMAs, a recently released series of ETFs, and a hedge fund.