Bachman is the first to admit that sector rotation
funds are somewhat more volatile than the market overall, because of the nature of sector investing, Many investors use it as the third leg of an investment stool that includes growth and value components, having it account for no more than 20% to 30% of equity portfolios.
We are excited to continue our work together, launching this unique sector rotation
strategy product that seeks to dynamically adjust monthly to sector trends, as well as prevailing market conditions.
Innealta Country Rotation Fund & Innealta Sector Rotation
Fund seek to generate capital appreciation and current income by investing in representative equity-only ETFs.
The team employs active sector rotation
and disciplined risk management to portfolio construction, avoiding interest rate bets and remaining duration neutral to each strategy's stated benchmark, and will utilize option overlay strategies to attempt to generate additional income for the fund.
Jerry Thunelius' top-down sector rotation
approach coupled with a bottom-up analysis has proven very successful for his fixed income clients.
We believe Expanded Distribution Reflects Investor Interest in Actively Managed Country and Sector Rotation
ETFs Focused on Managing Risk and Preserving Wealth
Typically placement will include, but is not limited to, the following locations: Acute NHS Trusts, Psychiatric Trusts, Community trusts, hospices, private sector rotations
and GP Training Practices.
Combining Cirrus's multi-faceted valuation/analytic techniques and rigorous quantitative tools forecasting industry and sector rotations
within financial markets alongside Hanley & Associates's face-to-face meetings with company management is more efficient for institutional investors as they conduct their investment research due diligence," said Satya Pradhuman, founder and Director of Research at Cirrus.