The Strategy uses a proprietary trend-following model to identify and act on prevailing market sentiment. Dynamic Growth rotates between two investment modes: "Risk-On" when markets are generally trending upward and "Risk-Off" when the trend reverses.
Signal-based model with weekly cadence, designed to capture advancing market movements
The Dynamic Growth Strategy is designed to tactically alternate between a “Risk-On” state in response to advancing equity markets and a “Risk-Off” state during times of market weakness. The Strategy is designed for investors who seek equity-like returns but wish to reduce the volatility and drawdown that comes with passive investment in equities
Most recent strategy returns, key statistics, exposures and holdings related data
Overview of our investment universe, philosophy, process and portfolio characteristics
Comprehensive analysis of returns and various performance-related statistics since inception