Toews Corp. /adv
Toews Asset Management (Toews Corporation), founded in 1994, is an SEC-registered investment adviser headquartered in New York, NY. The firm specializes in risk-managed investment solutions and offers portfolio management and advisory services to individuals, businesses, high net worth investors, investment companies, and charities. With a team of 11-50 employees, Toews provides innovative ETFs, mutual funds, and model portfolios that emphasize both growth and risk mitigation. Their offerings include educational and coaching services for financial professionals and end clients.
Investment Strategy
Toews Asset Management employs a rules-based, price-reactive algorithm to construct portfolios aiming to reduce losses during market crises and participate in market gains. Their core strategy relies on tactical risk management, deploying proprietary funds that track indices during rising markets and implement loss-avoidance mechanisms in downturns. Portfolios are tailored using both discretionary and model portfolio services, with a focus on delivering risk-managed exposure to multiple asset classes via mutual funds and ETFs.
Top Holdings
Equity Positions (15)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 37.14% | $255.2M | 410,940 | $588.94 | $620.90 | +$79.5M |
U USHY | ISHARES TR | 33.57% | $230.6M | 6,149,000 | $37.51 | $37.51 | +$230.6M |
J JNK | SPDR SERIES TRUST | 7.52% | $51.7M | 531,500 | $97.27 | $97.27 | +$51.7M |
H HYG | ISHARES TR | 5.97% | $41.0M | 508,300 | $80.65 | $80.65 | +$41.0M |
V VEA | VANGUARD TAX-MANAGED FDS | 3.59% | $24.7M | 432,581 | $50.78 | $57.01 | +$30.9K |