• Home

     

    In a Global environment where country selection is the most dominant driver of equity market returns…

    …we manage country focused ETF solutions to help institutions and advisors effectively navigate international Equity markets.

    Global ETF Strategies

    STRATEGY

    DESCRIPTION

    TYPE

    COUNTRIES

    MANAGED ACCOUNT

    MODEL DELIVERY

    OFFSHORE FUND

    FACT SHEET

    GLOBAL CORE EQUITY

    The Global Core Equity strategy represents our most diversified approach to managing global equities.  The strategy will overweight and underweight countries relative to their weight in the MSCI ACWI Index.

    Strategic

    12-20

    X

    X

    X PDF

    International ETF Strategies

    Strategy

    Description

    Type

    Countries

    Managed Account

    Model Delivery

    Offshore Fund

    Fact Sheet

    International Equity

    International Equity represents our most diversified approach to managing international equities.  The strategy will overweight and underweight countries relative to their weight in the MSCI ACWI EX USA Index.

    Strategic

    12-20

    X

    X

     

    PDF

    International Tactical

    The International Tactical strategy invests in the 5 highest ranked countries within each factor group.  The countries are equally weighted and will move from invested to cash depending on the certain technical triggers.

    Tactical

    0-20

    X

    X

     

    PDF

    Emerging Markets

    The Emerging Markets strategy invests only in emerging countries and will overweight and underweight countries based on their relative attractiveness.

    Strategic

    7-10

    X

    X

     

    PDF

    Asian Advantage

    The Asian Advantage strategy seeks to provide exposure to the equity markets of Asia and maximize the advantages of emerging markets by including both large cap and small cap indices.

    Strategic

    9-17

    X

    X

     

    PDF

    Alpha Brands U.S. Equity Strategies

    STRATEGY

    DESCRIPTION

    TYPE

    COUNTRIES

    MANAGED ACCOUNT

    MODEL DELIVERY

    OFFSHORE FUND

    FACT SHEET

    Alpha Brands CORE Equity

    The Alpha Brands CORE Equity strategy is our flagship long-only portfolio. A U.S. Large Cap focused “best of the best” portfolio of the most relevant and powerful Brands. Targets 35-40 Iconic Brands, rebalanced quarterly. The final portfolio names are a sub-segment of the Alpha Brands Consumer Spending Index, a proprietary Index created by Accuvest. The Index constituents are the Top 200 most relevant brands chosen every December by the Accuvest Investment Committee.

    Strategic

    PRIMARILY U.S DOMICILED

    X

    X

    X PDF

    Alpha Brands Dynamic Equity

    The Alpha Brands DYNAMIC Equity strategy uses a portion of the CORE Brands portfolio plus allows the Investment Committee (IC) more latitude to invest in other Iconic Brands from within the 200 universe. The IC also has flexibility to hold up to 40% in cash or fixed income if equity markets have deteriorated sufficiently to warrant a move to the sidelines.

    Dynamic

    PRIMARILY U.S DOMICILED

    X

    X

    X PDF

    Quarterly Attribution

    Accuvest Global Core Equity Click Here (PDF)

     

    Accuvest International Equity Click Here (PDF)

     

    Accuvest Core Brands Click Here (PDF)

    Website Design For Financial Services Professionals | Copyright 2017 AdvisorWebsites.com. All rights reserved