NEWFOUND RISK MANAGED GLOBAL SECTORS

Risk managed exposure to global large-cap equities

NFGAX | NFGIX

Investment Objective

The Newfound Risk Managed Global Sectors strategy provides access to global equities within a disciplined risk management framework. The strategy applies a rule-based process to evaluate each global sector ETF individually utilizing Newfound’s proprietary momentum models. Sectors identified as exhibiting negative momentum are removed from the portfolio. The strategy seeks to manage downside risk with the flexibility to shift the portfolio entirely to a short-term U.S. Treasury ETF position in an effort to pursue long-term capital appreciation with an emphasis on capital preservation.

Why Newfound Risk Managed Global Sectors?

  • Provides core equity exposure through sector-based framework (25% max in any sector)

     

  • Fully tactical – can go from 100% equity to 100% cash in an effort to avoid significant drawdowns

     

  • Places a 100% unemotional, momentum-based framework on allocation decisions

     

  • Flexible tool to address key risks, such as capital loss, fear-based under allocation to equities

A simple objective.

The strategy seeks to manage downside risk and participate with market growth, providing exposure to global large-cap equities through 10 global sector ETFs with the ability to shift the portfolio entirely to a short-term U.S. treasury ETF position.

A consistent process.

Applies a disciplined, rule-based process to evaluate each sector independently utilizing Newfound’s proprietary momentum models.  Sectors identified as exhibiting negative momentum are removed from the portfolio.

A thoughtful design.

If a sector is removed from the portfolio, its capital is re-allocated among the remaining investments.  Sectors are capped at 25%, allowing the portfolio to build a position in a short-term U.S. Treasury ETF when enough sectors exhibit negative trends

"By providing fully tactical portfolios, we believe that advisors can create custom tailored portfolios for their clients based on risk appetite by allocating to strategies in appropriate sizes."

− Corey Hoffstein, Chief Investment Officer

Prospectus

Details regarding the fund including investment objectives, risks and fees

SAI

A supplementary document to the prospectus containing further information and disclosures

Annual Report

Discloses certain aspects of a Fund’s operations and financial condition

Semiannual Report

Discloses certain aspects of a Fund’s operations and financial condition

XBRL Files

XBRL Files

Tearsheet

A brief brochure outlining the principal investment strategy and past performance

Presentation

An in-depth informational guide to our firm and the investment strategy

Commentary

Recent commentary from the Portfolio Managers

Holdings

Recent fund holdings