Global Equity ETF Strategy
A global strategy for the long-term
We believe that investments in global equity markets, held at the right times, will outperform the broad market. Our Global Equity Strategy has capitalized on this concept since 2005, giving investors access to long-term capital appreciation through a diversified portfolio of ETFs while helping them weather periods of negative returns.
Proprietary analysis makes a difference
We launched this long-only, low-turnover strategy in 2005.
Holding a selection of equity and fixed-income ETFs to combine opportunity with protection.
Emphasizing fixed-income ETFs for capital preservation with growth potential from active equity allocation.
Owning sector ETFs with economic tailwinds and avoiding those facing headwinds.
Large-Cap Core Equity Strategy
Selecting approximately 20 stocks which we believe are poised to benefit from economic trends.