The investment seeks capital appreciation and current income, consistent with the preservation of capital. The fund's strategy is based on a proprietary tactical asset allocation model that potentially invests in non-U.S. country equity markets based on the specific risk/reward characteristics of each individual market by investing in representative exchange-traded funds ("ETFs "). It operates as a fund of funds, investing primarily in ETFs. The fund will target having approximately 98% of its assets in ETFs. For defensive purposes, it may be invested up to 100% in fixed income or alternative asset classes.
Fund filings (PDF) »
Gerald Buetow, Jr. (Started: Dec 30, 2011)
Mark Mowrey (Started: Oct 7, 2015)
Vito Sciaraffia (Started: Oct 7, 2015)
# Contact ?>
12117 FM 2244 Bldg. 3-#170, 4020 South 147th Street, Omaha, NE 68137, USA