Developed and exclusively offered by PWG, Intelligent Equity™ is a proprietary quantitative strategy designed to participate in strong equity market uptrends while avoiding downtrends that have the potential to produce catastrophic losses.
The strategy evaluates its defined investment universe using proprietary short, intermediate and long-term filters to determine which equity markets in which to invest. Selection criteria may be broadly grouped into the following categories:
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 and capable of outperforming global equities over a full market cycle.
The strategy may hold only long positions in U.S.-listed exchange-traded funds representing exposure to the underlying equity markets of interest. The strategy’s defined investment universe includes domestic, international and emerging equity markets.