Developed and exclusively offered by PWG, Global Opportunities is a quantitative investment strategy that allocates portfolio assets into the markets and sectors that the strategy anticipates will exhibit the highest level of trend persistence during the subsequent holding period.
The strategy evaluates its defined investment universe using proprietary short and intermediate-term filters to determine which markets and sectors in which to invest. The portfolio may hold positions in the following asset classes:
Our active risk-managed strategies may shift from fully invested to 100% cash equivalents during adverse market conditions.
Positions are re-evaluated and rebalanced on a regular basis, resulting in a dynamic portfolio that is responsive to changing market conditions.
The strategy may hold only long positions in U.S.-listed exchange-traded funds representing exposure to the underlying markets and sectors of interest. While it’s defined investment universe is U.S.- centric, the strategy may also allocate to global commodities, as well as international and emerging markets.