This is a multi-strategy U.S. stock investment strategy that seeks to provide substantial long-term capital appreciation with downside protection against major market declines. Specifically, this strategy seeks to produce long-term returns that are comparable to, or exceed, the Russell 3000 U.S. Benchmark Index, with lower downside risk, by investing in a portfolio comprised of the following allocation: 45% to our Risk Managed Multi-Factor U.S. Large Cap Equity Strategy, 10% to our Risk Managed Multi-Factor Technology Strategy, 5% to our Levered NASDAQ 100 Trend-Following Strategy and 20% to each of our unhedged Multi-Factor U.S. Large Cap Equity and Focused Multi-Factor U.S. Equity Strategies. The portfolio is quarterly rebalanced and typically contains between 140 and 150 stocks, along with a trend-following position in the QLD ETF. In summary, this is a diversified, asymmetric equity strategy that provides the benefits of risk-controlled equity exposure. Fact Sheet>
This is a quantitative U.S. stock investment strategy that seeks to provide long-term capital appreciation while also providing downside protection against major market declines. Specifically, this strategy’s integrated approach seeks to produce long-term returns that are comparable to, or greater than, the Russell 1000 U.S. Benchmark Index by investing in large capitalization U.S. stocks (ex-financials and real estate) that have substantial quality, value and price momentum factor advantages. It also seeks to limit downside risk through the application of a proprietary, multi-indicator trend-following hedge as a portfolio overlay. This tactical hedge is designed to reduce risk by moving the portfolio into defensive cash or fixed income investments when the current market environment suggests that the risk of owning stocks is high and keep the portfolio invested in stocks when the risk of owning stocks is moderate to low. The portfolio typically contains 50 modified market cap weighted stocks that are rebalanced and reconstituted at least quarterly. In summary, this is an asymmetric, multi-factor U.S. stock investment strategy that provides the benefits of risk-controlled equity exposure. Fact Sheet>
This is a quantitative stock investment strategy that seeks to provide substantial long-term capital appreciation through focused exposure to a select number of quality U.S. technology stocks that have high relative price momentum. It also seeks to limit downside risk through the application of a proprietary, multi-indicator trend-following hedge as a portfolio overlay. This tactical hedge is designed to reduce risk by moving the portfolio into defensive cash or fixed income investments when the current market environment suggests that the risk of owning stocks is high and keep the portfolio invested in stocks when the risk of owning stocks is moderate to low. The portfolio typically contains 20 stocks from the NASDAQ U.S. Benchmark Index that have high relative price momentum, positive earnings and solid balance sheets. Each stock is weighted based on it modified market cap and the portfolio is rebalanced and reconstituted at least quarterly. In summary, this is an asymmetric equity strategy that provides the benefits of risk-controlled exposure to quality U.S. technology stocks that have high relative price momentum. Fact Sheet>
This is a focused, quantitative U.S. stock investment strategy that seeks to provide long-term capital appreciation over a full market cycle. Specifically, this strategy's integrated approach seeks to produce long-term returns that exceed the Russell 3000 U.S. Benchmark Index by investing in a concentrated portfolio of large, medium and/or small capitalization U.S. stocks (ex-financials, utilities and REITS) that have substantial quality, value, growth, low volatility and price momentum factor advantages. The portfolio typically contains between 25 and 30 equally weighted stocks that are reconstituted and rebalanced at least annually. Fact Sheet>
This is a quantitative U.S. stock investment strategy that seeks to provide long-term capital appreciation over a full market cycle. Specifically, this strategy's integrated approach seeks to produce long-term returns that exceed the Russell 1000 U.S. Benchmark Index by investing in a portfolio of large capitalization U.S. stocks (ex-financials and real estate) that have substantial quality, value and price momentum factor advantages. The portfolio typically contains 50 modified market cap weighted stocks that are reconstituted and rebalanced at least quarterly. Fact Sheet>
This is a levered NASDAQ 100 stock index trend-following strategy that seeks to provide substantial long-term capital appreciation while also providing downside protection against major market declines. Specifically, this strategy seeks to produce long-term returns that are greater than the NASDAQ 100 Index, with comparable or lower downside risk, by combining an investment in the ProShares Ultra QQQ Levered NASDAQ 100 Index ETF (QLD) with a proprietary, multi-indicator trend-following hedge as a portfolio overlay. This tactical hedge is designed to reduce risk by moving the portfolio into defensive cash or fixed income investments when the current market environment suggests that the risk of owning stocks is high and keep the portfolio invested in QLD when the risk of owning stocks is moderate to low. In summary, this is an asymmetric equity strategy that is best suited for aggressive investors who want risk-controlled exposure to the levered NASDAQ 100 Index. Fact Sheet>
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