Investment Objective
The Rhodes Discretionary Strategy seeks aggressive trading gains through a long short strategy. We attempt to create trading profits using a flexible, absolute return that capitalizes in both bull and bear markets.
Investment Style
This strategy is catered to the more aggressive investor given the shorter time horizon of its portfolio selections. The Rhodes Discretionary Trading Strategy generally holds positions less than 60 days, dependent upon the prevailing risk-reward dynamic.
Short positions, including leveraged inverse ETFs, long and leveraged ETFs, individual securities, and option contracts may be utilized in this strategy as warranted. Clients may also elect to utilize the margin-borrowing features on their account at their discretion. Under certain conditions, the strategy can vary widely within a range from 100% long to 100% short