alpha Brands™

Our Alpha Brands U.S. equity strategies are designed to help investors gain access to the primary driver of the U.S. economy—household consumption. If household spending drives the $18 trillion economy and brand loyalty drives purchasing patterns, shouldn’t the most powerful brands be driving your investment portfolio?



Alpha brands Strategies
# of Holdings  //  Available via

Alpha Brands Core Equity
30-40 Individual Stocks //  SMA, Model Delivery, Offshore Fund

Alpha Brands Dynamic Equity
30-40 Individual Stocks  // SMA, Model Delivery

Rational Dynamic Brands Fund
25-50 Individual Stocks  //  Dynamic & Opportunistic: HSUTX

Alpha Brands Consumer Spending Index
200 stocks across 10 sectors and 70+ sub-industries