HF seeks to provide positive returns over any market environment, while minimizing volatility and portfolio risk. The fund has long-short positions on leverage, inverse, and global ETFs that hold equities, fixed income, currencies, index swaps, and commodities. To select ETFs, the fund utilizes a model that recommends the best positions over a full market cycle based on current and historical market data evaluation. The model produces broad market signals that determine the prevailing market environment. In addition, the model takes into consideration diversification, correlation, and moving averages on the universe to select individual ETFs. The model also suggests a hedging strategy that increases as the market heads toward a bearish state. The actively managed portfolio consists of 5 to 20 ETFs, with commodities capped at 25%. The fund generally has a net equity exposure ranging from 20% short to 100% long. Note: Investors should account total fees when using a fund-of-funds wrapper before investing.
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