Global Opportunities Strategy Description

Description: The Global Opportunities Strategy focuses on absolute returns. The dramatic increase of ETF products allows the manager to invest across different asset types (country, sector, fixed income, commodities, etc.) using only US-listed companies, ETFs and ADRs. The strategy allows clients to benefit from global investment themes while being able to be more defensive during challenging markets.
Date of Inception: July 1, 2016
Investment Approach: Focus on global investment themes across asset classes
Target Range of Holdings: Generally 15 – 25
Benchmark: N/A (focus on absolute return with 60% MSCI World/40% Cash used for informational purposes)
Portfolio Managers: David Marvin, Stephen Marvin
Portfolio Analyst: Doug Sanna
Management Fees: 1.00% annually of assets under management plus 10% net profit allocation subject to a high water mark