Fund Overview

Since 2015, the Dynamic Growth Strategy has delivered compelling risk-adjusted returns throughout various market cycles. The Dynamic Growth Fund offers the same philosophy, approach, and process as the Dynamic Growth Strategy within a Mutual Fund.

 

Investment Objective

The Dynamic Growth Fund (“Fund”) seeks capital gains. The Portfolio Manager uses a quantitative model, designed to recognize and measure consistent and repeating behavioral patterns in the financial markets to determine overall buy / sell decisions for the Fund. This Investment process seeks to recognize and select opportunities to allocate into potentially higher yielding securities when the signal is Risk-On and allocate to U.S. treasuries and government securities and cash equivalents when the signal is Risk-Off.

The Fund strives to provide investors the potential to participate in rising equity markets, while seeking to reduce correlation to equity markets in times of market decline and / or volatility.

  • The quantitative model determines overall buy / sell decisions by analyzing a variety of equity data inputs on a weekly basis
  • Established process seeks to select the best opportunities to allocate into equity markets
  • The efficiency and effectiveness of the model is constantly monitored in response to changing economic and market environments

Risk-On-Off_DGF-1There is no guarantee any investment strategy will generate a profit or prevent losses and there is no guarantee the Fund will achieve its investment objective. Please refer to the Fund's Risk Definitions for more information

Dynamic Growth Fund Materials

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Quarterly Fact Sheet

Most recent returns, key statistics, exposures and holdings related data

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Dynamic Growth Strategy

Overview and track record of the Dynamic Growth Strategy since
2015 that has been implemented
into KAGIX

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Morningstar Page

View the Dynamic Growth Fund on public Morningstar web site