Investment Overview
Strategy Description
The Fund’s investment objective is to seek to provide investment returns that correspond, before fees and expenses, to the performance of the Newfound/ReSolve Robust Equity Momentum Index. The Newfound/ReSolve Robust Equity Momentum Index seeks to provide momentum-based exposure to global equity regions, while simultaneously avoiding significant and prolonged drawdowns. The Index uses a quantitative, rules-based methodology to provide exposure to broad U.S. equity, international equity, and emerging market equity indices, to the extent that such equity indices are exhibiting positive momentum relative to U.S. Treasury market indices.
Due Diligence Materials
Due Diligence Materials