Upcoming

ART OF
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.

etf2.jpg

ART of ETF of ETFs

FUNDS FEATURES

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.

Technical Analysis

Fundamental Studies

Cyclical Macroeconomic Trend

OVERVIEW & RISK MANAGEMENT STRATEGIES

Overview

Strategies

Investment Philosophy

Long Equity: Take long positions in stocks that are expected to appreciate.

Derivatives: For Hedging

Leverage: N/A

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.

Long/Short Bias

Leverage Ratio

Geographic Market

Portfolio diversification

Asset classes

Benchmark

Normally 100/0 for long bias

0

USA, Hong Kong

Maximum 20 holdings; maximum 20% of the whole portfolio for a single equity

Equities

MSCI World Index

Risk Management Strategies

Types of risk

Stop loss for each invested product

Maximum leverage

Maximum portfolio allocation to a single sector (e.g. banking)

Trading Prohibition

  1. Market Risk

  2. Leverage Risk

  3. Operational Risk

  4. Liquidity Risk

15% from the cost price

0 times

60%

  1. Companies with market value < USD$50M

  2. Stocks with 30-day average daily trading volume<100K shares

FUNDS DETAILS

Fund Type

Active Equity Fund

Target to be listed

In 12 Months

Primary Exchange

NYSE Arca

Targeted Dividend Yield

8%

Typical # of Holdings

10-20

Targeted Portfolio Growth

100%

Initial Seeding

DSS Securities Inc.
($5-$15 Million)

Portfolio Manager

DSS Securities Limited