DEAL FLOW

Sundial SETS

THE STRATEGY

SETS is Sundial’s rules-based public equity strategy—designed to capture sustained market trends while avoiding major drawdowns.

State-of-the-Art Platform

A lasting first impression

Bestselling Expertise

THE PROBLEM

Families often ride the market up—and straight back down. Traditional equity allocations offer little flexibility when trends break.

OUR SOLUTION

SETS follows a defined trend-following model—staying invested during strength, and reducing exposure as risk increases.

State-of-the-Art Platform

A lasting first impression

Bestselling Expertise

State-of-the-Art Platform

A lasting first impression

Bestselling Expertise

WHY IT MATTERS

Families stay exposed to long-term growth while limiting the emotional and financial cost of major drawdowns.

FROM OUR CIO

SETS uses a multi-factor, time-series momentum model to determine exposure to broad equity markets.

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WHY THIS TEMPLATE?

Trend Following Core

SETS adapts to market conditions, capturing growth while stepping back during risk-off environments.

Rules-Based, Not Reactive

Every allocation decision is driven by a transparent, backtested model—not emotion or market noise.

Reduce Portfolio Drag

By exiting negative trends, SETS helps avoid extended losses—supporting compounding and long-term stability.

Integrated, Not Isolated

SETS is built into broader family portfolios—coordinated with tax plans, estate structures, and other sleeves like alts and real assets.

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