EXPONENTIAL GROWTH ETF
ART of Exponential Growth ETF is an actively managed and publicly traded fund.
We seek long-term growth by investing in exponential growth potential companies under normal circumstances primarily in domestic and foreign equity securities of companies that are relevant to the bespoke selection criteria of the fund.
ART of ETF of ETFs
FUNDS MANAGEMENT METHODOLOGY
Long ETFs Strategy
Designed to generate absolute return utilizing:
Quantitative analytical modeling is used in the equity research process. Hedging tools might be used in the strategy.
Typically, fewer than 20 holdings.
MSCI World Index as the benchmark.
Cyclical Macroeconomic Trend
OVERVIEW & RISK MANAGEMENT STRATEGIES
Long Equity: Take long positions in stocks that are expected to appreciate.
Derivatives: For Hedging
A combination of fundamental, cyclical and technical analysis.
We believe keeping high growth stocks with values still being underestimated and are in the right economic cycles will be suitable for longer-term horizon investments (more than 1 year). Coupled with utilizing technical analysis as a supplemental tool for entry and exit points for trading opportunities, we can generate investment alpha.
Normally 100/0 for long bias
USA, Hong Kong
Maximum 20 holdings; maximum 20% of the whole portfolio for a single equity
MSCI World Index
Risk Management Strategies
Types of risk
Stop loss for each invested product
Maximum portfolio allocation to a single sector (e.g. banking)
15% from the cost price
Companies with market value < USD$50M
Stocks with 30-day average daily trading volume<100K shares
Active Equity Fund
Target to be listed
In 12 Months
Targeted Dividend Yield
Typical # of Holdings
Targeted Portfolio Growth
DSS Securities Inc.