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
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.
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.
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.
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.
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.