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.
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.
There 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
Most recent returns, key statistics, exposures and holdings related data
Overview and track record of the Dynamic Growth Strategy since
2015 that has been implemented
View the Dynamic Growth Fund on public Morningstar web site