Risk Managed TrueAlpha ESG US Equity

Risk Managed TrueAlpha™ ESG US Equity is a quantitative equity strategy aiming to deliver both outperformance over index during market upswings and downside management during severe market downturns. It combines both our TrueAlpha™ stock selection model with our RiskSwitch™ tactical risk management model. When the market is identified as “risk on”, the strategy normally invested … Read more

TrueAlpha(TM) ESG US Equity

TrueAlpha™ ESG US Equity is a quantitative equity strategy aiming to deliver “true” stock selection alpha unrelated to risk factors such as value, size or momentum. It normally invested in 30-40  under-valued high quality stocks with above-average ESG (environmental, social and governance) rankings based on Thomson Reuters ESG ratings.  The strategy strives to outperform Thomson Reuters ESG US Index … Read more

Dynamic Developed Market

The Dynamic Developed Market strategy is an international equity strategy that seeks to achieve better returns than the MSCI EAFA index with lower volatility and lower peak-to-trough drawdowns in a full market cycle.  The strategy rotates among the country ETFs in the equity markets of developed economies.  It has the flexibility of investing only in … Read more

Dynamic Commodity

The Dynamic Commodity is a strategy that seeks to minimize downside risk while maximizing upside potentials by tactically positioning in commodity ETFs with the flexibility of moving to bonds and cash completely. It aims to outperform  Bloomberg Commodity Index with lower volatility and lower peak-to-trough drawdowns in a full market cycle. The strategy rotates among … Read more

Risk Managed Multi Factor REIT

Risk Managed Multi Factor REIT is a quantitative strategy aiming to deliver both outperformance over FTSE NAREIT All Equity Index during market upswings and downside management during severe market downturns. It combines our multi factor stock selection model with our tactical risk management tool.  When the market is identified as “risk on”, the strategy normally … Read more

Risk Managed Multi Factor MLP

Risk Managed Multi Factor MLP is a quantitative strategy aiming to deliver both outperformance over Alerian MLP Index during market upswings and downside management during severe market downturns. It combines our multi factor stock selection model with our tactical risk management tool.  When the market is identified as “risk on”, the strategy normally invested in … Read more

Risk Managed TrueAlpha(TM) US Equity

Risk Managed TrueAlpha™  US Equity is a quantitative equity strategy aiming to deliver both outperformance over index during market upswings and downside management during severe market downturns. It combines both our TrueAlpha™ stock selection model with our RiskSwitch™ tactical risk management model.  When the market is identified as “risk on”, the strategy normally invested in … Read more

TrueAlpha(TM) Large Cap

TrueAlpha™ Large Cap is a quantitative equity strategy aiming to deliver “true” stock selection alpha unrelated to risk factors such as value, size or momentum. It normally invested in 30-40 high quality stocks with high profitability, safe balance sheet and low sensitivity to economic cycle. The strategy strives to outperform Russel 1000 Index significantly with … Read more

Macro Opportunities

The Macro Opportunities Strategy  invests equally in the Dyamic Munlti-Asset, Dynamic Sector, and Dynamic Income with two times leverage. It aims to outperform HFRI Global Macro Index with a low correlation with traditional asset classes. Its investment universe includes US equities and bonds, international equities, emerging market equities and bonds, real estates and MLPs. The … Read more

Dynamic Multi-Asset

The Dynamic Multi-Asset strategy is a multi asset class strategy that seeks to achieve better returns than a moderate asset allocation portfolio with lower volatility and lower peak-to-trough drawdowns. The multi asset class strategy can include ETF, ETN, or index fund investments in U.S. and international developed market stocks and bonds, as well as gold, … Read more