Investment Objective
The Rhodes ETF Hedged Strategy seeks capital appreciation and income by establishing both long and short positions in various Exchange Trade Fund (ETF) securities.
Investment Style
The Rhodes ETF Hedged Strategy attempts to maintain equal hedged weightings of long and short exposures. Long ETF exposures are related to U.S.-Foreign country indices, U.S. sector/industries, bond market indices, foreign currencies and commodities. These exposures are hedged against one U.S. broad market short or inverse ETF. This type of trading strategy reflects our belief that asset group rotation, based on changing economic and market conditions, holds the greatest potential for long-term performance.
Investors choosing this strategy are typically fully invested via a 50% long / 50% short ETF exposure. The strategy utilizes relative quantitative and technical indicators to determine the weightings of each long ETF and inverse ETF exposure.