A Differentiated ETF Approach to Managing Global Equities

Demand for ETFs has never been higher. Accuvest offers a differentiated approach to managing Global Equities. Country selection matters. The ETFs you choose matter.

A Strong Core is Vital

With roughly seven billion people on the planet, global strategies offer access to the world’s most important companies. The average U.S. investor portfolio is chronically overweight domestic stocks at a time when International offers more opportunity. Global strategies offer a strong core allocation to both domestic and international stocks which adds diversification.

ETFs Matter

High net worth and institutional investors are demanding ETFs in a portfolio. ETFs generally offer attractive tax efficiency with lower fees. ETFs offer the country exposure needed for a true global mandate.

Research Matters

There are thousands of ETFs to choose from, we research and track those that matter. We take responsibility for portfolio tilts: hedged, unhedged, equal- weight, cap-weighted, smart beta, value, growth. Our focus: strong growth, positive momentum, lower risk, cheaper valuations.

Investment Strategy

The Accuvest Global Core strategy represents our most diversified approach to managing global equities. Through our proprietary Country Ranking Model, the strategy seeks to identify country markets which are expected to outperform the world markets.

We attempt to add further value by tilting country allocations toward the most attractive style factors including: Value/growth, high beta/low beta, hedged/unhedged, large-cap/ small-mid cap. In total, our research team analyzes over 30 factors to identify the best risk/reward opportunities across the globe.

 

The Time for Global is Now

The past eight years has favored U.S. stocks. Times may be changing. When International stocks begin to outperform, Global should outperform domestic. Accuvest, through its ETF managed portfolio is well positioned to capture this opportunity.

Disclosure Information

This report is strictly informational and should be used for research use only. It should not be construed as advertising material. The opinions expressed are not intended to provide investing or other advice or guidance with respect to the matters addressed in this brochure. All relevant facts, including individual circumstances, need to be considered by the reader to arrive at investment conclusions to comply with matters addressed in this brochure. Charts and information are sourced from Accuvest Global Advisors and the MSCI, unless otherwise noted. Remember that investing involves risks, as the value of your investment will fluctuate over time and you may gain or lose money. You should seek advice from your financial adviser before making investment decisions. Investment risks are borne solely by the investor and not by AGA. AGA is an independent investment advisor registered with the SEC. All disclosures, marketing brochures, and supplemental firm sheets are available upon request.
Benchmark Description: For comparison purposes, the composite is measured against the MSCI All Country World Index Free – Net, a free float- adjusted market capitalization index that is designed to measure equity market performance in the global developed and emerging markets. The Global Core Equity Composite was created October 1, 2005. There is no minimum account size for this strategy. Disclosure: Global Core Equity Composite contains all fully discretionary global core equity accounts, including sub-advised accounts. The strategy is composed of 12-20 single country ETFs and is “benchmark sensitive.” The strategy takes overweight positions in countries which score high in AGA’s proprietary country ranking model and takes underweight positions in countries which score low in the model. The Global Core Equity strategy was incepted July 1, 2005. Accuvest Global Advisors is an independent investment advisor registered with the SEC. The firm maintains a complete list and description of composites, which is available upon request by contacting Dustin Blodgett at 925-930-2882. All performance is reported in U.S. Dollars. AGA does not use leverage or derivatives in this strategy. Returns are presented gross of management fees, gross of transaction fees, and include the reinvestment of all income. Composite performance is presented gross of foreign withholding taxes on dividends, interest income, and capital gains. Additional information regarding the policies for calculating and reporting returns is available upon request. Withholding taxes may vary according to the investor’s domicile. MSCI All Country World Index Free – Net uses withholding tax rates applicable to US holding companies. The investment management fee schedule for the composite is 1% on the first $1 Million, 0.75% on $1 Million to $5 Million, and 0.50% above $5 Million. Actual investment advisory fees incurred by clients may vary. Past performance is not indicative of future results. This performance sheet is presented as a supplement to the attached GIPS Presentation for the Accuvest Core Equity composite.