NAV
As of
Anydrus Advantage ETF
At Anydrus Capital we believe that there are opportunities that exist for clients arising from traditional money management practices. This fund, the Anydrus Advantage ETF, seeks to capitalize on some of these identified opportunities. These strategies align with how large institutions manage money, sometimes called an “Endowment Model”.
- Broad asset allocation: Many individual investors are under diversified by asset class. Our belief, which is supported by both academic research and practice, is that over the long run it is advantageous to have exposure to a broad range of asset classes, including U.S. equity of all “styles”, international equity including emerging markets, fixed income securities, and commodities.
- Counter cyclical investing: The move to “passive” investing has placed many individual investors unknowingly on a path that is tied to what is called “momentum” investing. Put basically, that what is performing well now will continue to do so into the future. There is research to show that momentum investing works, until it does not. Academic research calls these events “momentum crashes”, during these events investors can sustain large losses. Because of this we follow a practice known as counter cyclical investing (or sometimes called tactical allocation). We tilt our broad asset holdings toward those investments that have less risk when the reward for holding risky assets is low. On the other hand when markets appear favorable on a risk/reward basis we tilt the portfolio to holding more risky assets.
- Individual Position Selection: As noted in the second point, the move to holding broad index positions as opposed to individual assets we believe provides opportunities. Real considerations such as overall valuation, profitability, inflation sensitivity, and product/service diversification (among others) will always matter in the long-run for stocks. Using these factors allows us to take advantage of some of these opportunities for our clients.
Fund Objective: The Anydrus Advantage ETF seeks to provide total return, consisting of capital appreciation and income.
Contact
MARKET PRICE
As of
$TBD
PREM/DISC
As of
