Algorithmic Investment Models, LLC

Beaumont Capital Management (BCM) is a quantitative investment manager and ETF strategist based in Needham, Massachusetts. Founded by David Haviland, the firm is distinct within the asset management landscape for its specialization in delivering defensive, rules-based investment solutions primarily to other financial advisors and institutions. Unlike traditional stock-picking firms, BCM focuses on constructing tactical model portfolios designed to participate in market growth while strictly managing downside risk. The firm operates as a fiduciary and is widely recognized for its transparency, often describing its methodology as a "glass box" rather than a "black box." Beaumont Capital Management files periodic 13F reports with the Securities and Exchange Commission under CIK #0001806628. These filings disclose the firm's direct reportable holdings—predominantly Exchange Traded Funds (ETFs)—offering a window into their current tactical positioning. Investors utilizing the platform can access the Historical Track Record of these filings to analyze how the firm's systematic signals have translated into asset allocation changes over time.

Beaumont Capital Management employs a quantitative, tactical investment strategy that relies almost exclusively on Exchange Traded Funds (ETFs). The firm's core philosophy is centered on the belief that avoiding large market drawdowns is mathematically more important for long-term compounding than capturing the entirety of a bull market. BCM utilizes proprietary algorithms to monitor price trends and volatility signals across various market sectors and asset classes. When systems indicate a positive trend, the firm allocates to equity ETFs; when signals turn negative, the strategy systematically rotates into cash or defensive fixed-income assets. The 13F Portfolio Composition reflects this approach, typically showing a concentrated list of broad market or sector-specific ETFs rather than single stocks. The strategy is dynamic, meaning the portfolio can shift from fully invested to significant cash positions based on market conditions, resulting in a variable turnover rate dictated by market behavior rather than calendar rebalancing.

Beaumont Capital Management represents a systematic, defensive approach to ETF investing. The firm's 13F filings provide a clear indication of its current "risk-on" or "risk-off" stance, serving as a barometer for its quantitative market outlook. For analysts, the data highlights a manager that prioritizes risk-adjusted returns over absolute performance chasing. Metrics such as the Sortino Ratio are particularly relevant for assessing whether the firm's defensive maneuvers have efficiently penalized downside volatility. The platform's backtesting tools allow users to simulate the performance of BCM's tactical allocations to understand how the strategy behaves during different market regimes, specifically V-shaped versus L-shaped recoveries. A key diagnostic question for this profile is: How effectively does the firm's trend-following methodology navigate periods of high volatility without a clear directional trend?

The risk profile of Beaumont Capital Management is explicitly defensive. The firm's strategies are engineered to sever the left tail of the return distribution, aiming to limit the Max Drawdown Depth during bear markets. By utilizing mechanical sell disciplines, BCM seeks to remove emotional decision-making from the investment process. While the firm aims to reduce volatility relative to the broader market, the tactical nature of the strategy introduces "whipsaw risk"—the possibility of exiting the market during a decline and re-entering at a higher price during a rapid recovery. However, the primary objective remains capital preservation during prolonged downturns. The firm's Downside Capture Ratio is a critical metric for evaluating its success, as the strategy is designed to decouple from the market when systemic risk is elevated.