Investment Objective
The Rhodes Sector Allocation Strategy seeks capital appreciation and income by investing in equities thought to outperform the S&P 500 over a longer term time horizon.
Investment Style
The Rhodes Sector Allocation Strategy rotates capital among the ten S&P sectors via individual equities and money market instruments. The strategy adjusts the proportion of each sector to reflect our view of the potential relative opportunity offered within the S&P sector groupings.
The strategy's investment guidelines allow for 70%-100% equity exposure. Under extreme market conditions, there may be a departure from these basic guidelines to preserve capital. The strategy utilizes relative quantitative and technical investment indicators to determine the appropriate sector weightings.