Smart Alpha Core Growth Strategy
Investment Objective
The FMG Smart Alpha Core Growth (SACG) portfolio strategy seeks to consistently outperform the broader equity markets on a risk-adjusted basis. At the core of its process, FMG maintains a concentrated position (upwards 75%) in high-quality growth Exchange-Traded Fund. FMG seeks Alpha from its superior capability to allocate capital among the various indices while simultaneously investing the remainder (25%) in high-quality equities trading at valued price levels as a result of market dislocations and/or event-driven situations.
Investment Discipline
Establish Market Exposure
Provides Level of equity market exposure relative to market conditions
Implement Program
Invests in Exchange Traded Funds in an attempt to capture outperformance in specific indices, sectors and industries
Seeks outsized gains by investing in high quality growth stocks trading at a discount to enterprise value
Attempts to protect investors from severe market declines while taking advantage of rising markets
Terms
Minimum Investment: $1,000,000
Subsequent Investment: No Minimum
Contribution Period: Daily
Lock-Up Period: None
Liquidity: Daily
Risk Management
Market Timing/Entry/Exit
The disciplined investment process seeks
opportunistic entry/exit points as a result of the Smart Alpha Process
Liquidity
The strategy offers daily liquidity
Equity
Equity risk can be hedged (reduced) via option writing program