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We believe our holistic investment approach gives us a durable competitive advantage which may allow our strategies to exhibit superior risk-reward characteristics throughout the business-cycle.
Corporate Fundamentals
Financial statement metrics (e.g., earnings, profitability, dividends, investments).
Macroeconomics
Financial health variables (e.g., monetary policy, inflation, interest rates, GDP growth).
Behavioral
Investor sentiment proxies (e.g., price momentum, moving averages, short-selling, flows).
The Innealta Capital Dynamic Fund series seeks to provide investors with a well-diversified core exposure to equities and fixed income. The balance between these two major asset classes within the fund is dynamically adjusted as market conditions change, with the goal of participating in up markets and managing risk in down market.
Dynamic U.S. Opportunity Fund
The fund considers investments across 11 U.S. sector equity markets and their corresponding sub-sectors. This consideration is based on our Investment Committee’s assessment of the risk-reward characteristics of these markets compared to fixed income or other asset classes. When the outlook for the equity markets is less favorable, the fund will instead invest in a portfolio of fixed income and other asset classes that offer a more favorable risk-reward outlook.
Dynamic International Opportunity Fund
The fund considers investments across more than 40 country equity markets, including over 20 emerging markets. This consideration is based on our Investment Committee’s assessment of the risk-reward characteristics of these markets compared to fixed income. When the outlook for the equity markets is less favorable, the fund will instead invest in a portfolio of fixed income and other asset classes that offer a more favorable risk-reward outlook.
Acclivity Mutual Funds
Diversified by Syntax
Acclivity Investment Research collaborates with Syntax Advisors to diversify the business risk within its investment strategies. Syntax’s proprietary business classification system aims to capture the full range of economic activities in order to minimize business concentration risks. Syntax is not affiliated with Northen Lights Distributors, LLC.
Small Cap Value Fund
Strategy provides diversified exposure to the smallest and lowest relative priced securities in the US equity market. Within its universe, the strategy focuses on securities with strong price momentum.
Mid Cap Multi-Style Fund
Strategy provides diversified exposure to middle capitalization US equity securities. Within its universe, the strategy focuses on securities with strong price momentum.
