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DEFENSIVE EQUITY PORTFOLIOS

Quantitative defensive fund of ETF strategies using proprietary trend following technology to tactically reduce exposures and move to U.S. Treasuries during times of stress.

Co-working in the Office

GLOBAL TREND

The strategy invests in North America, Europe, Japan, Emerging Markets, High Yield Credit, and Commodities.

Banknotes

GLOBAL INCOME

The strategy seeks to access income producing assets across the capital structure. Protective when it needs to be (either in a risk off or rising rate environments), and aggressive when and where it can be maximizing income opportunities.

 

The strategy invests in investment grade debt, high yield debt, emerging debt, dividend equity and alternative income assets.

U.S. SECTOR

The strategy invests in U.S. S&P Sector ETFs, allocating to treasuries during times of extended equity drawdowns.

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