WealthTrust Asset Management's WLTG issuer employs a comprehensive investment strategy focused on achieving long-term superior performance by leveraging tactical allocation and equity stock selection. The strategy is driven by a combination of trend analysis and proprietary quantitative processes. Through active management, the fund primarily invests in common stocks issued by U.S. and foreign companies, along with ETFs providing exposure to these companies. Foreign investments typically include ADRs and ETFs. While maintaining flexibility with exposure to fixed-income securities, gold, and cash equivalents through ETFs, the fund emphasizes identifying positive trends across asset classes, sectors, and industries. The investment process begins with a third-party trend analysis model identifying market trends, followed by the DBS Quantitative Process focusing on individual company earnings. Utilizing a proprietary Quant Ranking system, which evaluates factors like earnings surprises and analyst consensus, the fund aims to select companies with strong earnings potential. Emphasizing companies with fewer earnings misses and positive surprises, the fund aims to outperform broad-based market indices. Additionally, the fund employs proprietary screening criteria to further refine its investment universe, selecting 25-35 large-cap companies meeting quality and valuation standards. During market trends, the fund's allocation may vary between two sleeves, DBS Core and DBS Tactical Edge, providing exposure to large-cap companies and opportunistic ETF investments, respectively. During downturns, the fund may adopt a defensive stance, investing in alternative assets such as fixed-income securities and gold to hedge against market declines. While the Adviser oversees investment selections, the Sub-Adviser manages the trading process. This multifaceted approach reflects the issuer's commitment to managing risk and achieving long-term growth for investors.
WealthTrust Asset Management's WLTG Dividend fund offers investors a strategic approach to income generation through dividend-paying securities. The fund's investment strategy centers on selecting high-quality dividend-paying stocks and ETFs, aiming to provide investors with a consistent stream of income while also focusing on long-term capital appreciation. Leveraging both quantitative analysis and fundamental research, the fund identifies companies with a history of stable dividends, strong earnings, and sustainable payout ratios. With a diversified portfolio of dividend-paying stocks across various sectors and industries, the fund seeks to mitigate risk while optimizing income potential. Through active management and regular review, the fund aims to adapt to changing market conditions while maintaining a focus on delivering reliable dividends to investors. With a commitment to providing a steady income stream alongside the potential for capital appreciation, WLTG Dividend fund caters to investors seeking both income and growth within their portfolios.
WealthTrust Asset Management's WLTG Tracking fund offers investors a disciplined approach to tracking specific market indices or sectors. The fund's investment strategy is designed to closely replicate the performance of targeted benchmarks through investments in a combination of individual securities and ETFs. Employing a passive management style, the fund seeks to mirror the returns of its chosen index or sector while minimizing tracking error. Utilizing rigorous quantitative analysis and careful portfolio construction, the fund aims to accurately reflect the performance of its designated benchmark. With a focus on cost efficiency and transparency, WLTG Tracking provides investors with a straightforward investment vehicle for gaining exposure to targeted market segments without the complexities associated with active management. Whether seeking broad market exposure or targeting specific sectors, WLTG Tracking fund offers a reliable and cost-effective solution for investors looking to align their portfolios with selected market indices or sectors.
WealthTrust Asset Management's WLTG Correlation fund offers investors a sophisticated strategy for managing correlation risk within their portfolios. The fund's investment approach is centered around identifying and exploiting correlations between different asset classes, sectors, and geographic regions. Through advanced quantitative analysis and modeling techniques, the fund aims to construct a portfolio that effectively hedges against adverse movements in correlated assets while seeking to capture opportunities for diversification benefits. By dynamically adjusting allocations based on changing correlation patterns, the fund endeavors to mitigate downside risk and enhance overall portfolio stability. With a focus on minimizing correlation to traditional asset classes such as stocks and bonds, WLTG Correlation provides investors with a valuable tool for enhancing portfolio diversification and managing risk in an increasingly interconnected global financial landscape.
WealthTrust Asset Management's WLTG Sector fund offers investors a specialized approach to investing in specific sectors of the economy. The fund's investment strategy focuses on identifying sectors poised for growth or exhibiting strong performance potential, leveraging both qualitative and quantitative analysis. With a keen emphasis on sector rotation and thematic investing, the fund aims to capitalize on opportunities within targeted industries while managing sector-specific risks. Through active management and rigorous research, the fund dynamically adjusts its sector allocations to align with evolving market trends and economic conditions. By providing exposure to individual sectors or industries experiencing favorable growth dynamics, WLTG Sector offers investors the opportunity to potentially outperform broader market indices while maintaining diversification across sectors. Whether seeking exposure to technology, healthcare, consumer staples, or other sectors, WLTG Sector fund provides a tailored investment solution for investors looking to capitalize on specific sectoral opportunities within their portfolios.
WealthTrust Asset Management's WLTG Exposure fund offers investors a comprehensive strategy for gaining exposure to a diverse range of asset classes and market segments. The fund's investment approach is designed to provide broad-based exposure across various asset classes, including equities, fixed-income securities, commodities such as gold, and alternative investments like inverse ETFs. Through a combination of active management and strategic allocation, the fund seeks to optimize risk-adjusted returns while adapting to changing market conditions. Utilizing both quantitative analysis and fundamental research, WLTG Exposure constructs a well-diversified portfolio that aims to capture opportunities for growth and income generation while mitigating downside risk. With a flexible investment mandate and a focus on portfolio diversification, WLTG Exposure offers investors a versatile solution for building resilient portfolios capable of navigating different market environments. Whether seeking exposure to traditional asset classes or alternative investments, WLTG Exposure provides a comprehensive investment strategy to meet investors' diverse needs and objectives.
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