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Investment Objective
The Newfound Risk Managed U.S. Sectors strategy provides access to U.S. equities within a disciplined risk management framework. The strategy applies a rule-based process to evaluate each U.S. 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 U.S. Sectors?
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Provides core equity exposure through sector-based framework (20% max in any sector)
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Fully tactical – can go from 100% equity to 100% cash in an effort to avoid significant drawdowns
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Places a 100% unemotional, momentum-based framework on allocation decisions
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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 U.S. equities through 10 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.
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