CTM reads current market evidence and adapts portfolio exposure as conditions evolve.
The seasonal transition is our metaphor for a market regime change. The landscape represents conditions that have become obvious; the changing coat represents a disciplined response already under way.
That is the connection with CTM. When a market cycle loses momentum, capital can remain tied to yesterday's winners. The opportunity is to recognise the transition early, release capital from exposures that have become inert, and reposition before the next regime becomes consensus.
A non-discretionary, systematic process. The same three steps run every day, on every position.
We apply the CTM methodology to two asset classes — US equities and digital assets — and choose where we participate deliberately. Within US equities, the same regime framework serves three risk profiles and mandate constraints.
The Consensus Timing Model with a graduated response: long 50%, 100% or 150%, cash or short.
The same signal, full commitment: 150% long, 100% cash or 150% short — no graduated middle.
A long-or-cash implementation using Shariah-screened US equities, riba-free cash and no short selling.
The model is the investment engine. White Hare supports professional partners across the solution lifecycle: mandate design, daily model operations, implementation coordination and investor reporting.
White Hare Asset Management
Foresight grounded in today's signals
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