Tuttle Tactical Management to Launch Inaugural ETF
2015年2月25日 - 11:33PM
ビジネスワイヤ(英語)
Industry Leader in Trend Aggregation
Investing to Bring Tactical “ETF of ETFs” to Market
Today ETF Issuer Solutions launches The Tuttle Tactical
Management U.S. Core Exchange-Traded-Fund (NASDAQ: TUTT) with
Tuttle Tactical Management acting as sub-adviser. TUTT is an ETF
which seeks long-term capital appreciation while maintaining a
secondary emphasis on capital preservation, primarily through
investments in the U.S. equity market. The Fund is an “ETF of ETFs”
that seeks to provide attractive returns during market upturns
while maintaining the ability to protect capital during market
downturns by employing a multi-strategy, tactically-managed
exposure to U.S. equity markets.
The tactical nature of the Fund’s objective is a pre-determined
strategy which, while active, reacts to market indicators rather
than attempts to use them as predictors of market direction. Under
normal market conditions, the Fund will invest not less than 80% of
its total assets in shares of exchange-traded products listed on
U.S. exchanges. The total annual fund operating expenses will be
1.34%.
Tuttle Tactical Management, LLC, the Fund’s investment
sub-adviser, manages the assets using a tactical approach premised
on the following principles of the Sub-Adviser’s investment
philosophy:
- Markets move in recognizable short and
intermediate-term trends and countertrends
- Over the intermediate term, strong
asset classes tend to stay strong, while weak asset classes tend to
continue in weakness
- Over the shorter term, markets are
dominated by media noise, fear and similar short-term disruptions
and concerns.
TUTT will take advantage of this with the use of four types of
strategies: an S&P 500 Momentum Model, which works to track the
S&P 500 when it is trending upwards, a Relative Strength Equity
Model, which will weight towards a sector based on its relative
strength, a Beta Opportunities Model, which will allocate assets
using methods other than market capitalization and as well allocate
to low-risk instruments during a downtrend, and a counter trend
model which looks to buy into market weakness and sell into market
strength.
Matthew Tuttle, CEO and portfolio manager of Tuttle Tactical
Management, LLC offers, “We’ve developed TUTT in order to offer
investors what they really want----the chance to make money in up
markets while protecting against loss in down markets.”
William J. Smalley, President of ETF Issuer Solutions, said,
“We’re very happy to have added TUTT and Matthew to our listing of
featured managers. As of now, there is no single envoy of tactical
investing, and we think that the Tuttle Tactical Management U.S.
Core ETF can serve that purpose.”
About Tuttle Tactical
Tuttle Tactical Management (TTM) is an industry leader in Trend
Aggregation providing Investment Advisers, Financial Planners,
Insurance Agents and their clients with proven and customized
tactical ETF-based investment strategies and exclusive asset
management. The firm’s uncertain global economy presents a new
paradigm for investing. While growth is important, knowing how to
protect the wealth you have accumulated is equally important.
About ETF Issuer Solutions
ETF Issuer Solutions Inc. ("ETFis") is a comprehensive platform
for listing, operating, and distributing exchange traded funds. We
work with investment managers to bring their strategies to market
efficiently and position their ETFs for rapid growth. ETF
Distributors LLC (Member: FINRA) is a special purpose broker-dealer
designed specifically to operationally administer and actively
distribute exchange traded funds.
DISCLOSURE
Carefully consider the Fund's investment objectives, risk
factors, charges, and expenses before investing. This and
additional information can be found in the Fund’s prospectuses,
which can be obtained by calling (212) 593-4383 or
at its form N-1A. Read the prospectuses
carefully before investing.
An investment in the Fund is subject to investment risks;
therefore you may lose money by investing in the Fund. There can be
no assurance that the Fund will be successful in meeting their
investment objectives. Shares of any ETF are bought and sold at
market price (not NAV) and are not individually redeemed from the
Fund. Brokerage commissions will reduce returns. Narrowly focused
investments typically exhibit higher volatility.
The Fund is subject to management risk because it is an actively
managed portfolio. There are additional risks associated with
portfolio turnover. As a result of its trading strategy, the Fund
may sell portfolio securities without regard to the length of time
they have been held and will likely have a higher portfolio
turnover rate than other registered investment companies.
The Fund may invest in ETFs or other investment companies.
Through its positions in ETFs and other investment companies, the
Fund will be subject to the risks associated with such vehicles’
investments, including the possibility that the value of the
securities or instruments held by an ETF or other investment
company could decrease (or increase).
The Fund's investment adviser is Etfis Capital LLC, and its
investment sub-adviser is Tuttle Tactical Management, LLC; the Fund
distributed by ETF Distributors LLC (Member: FINRA), an affiliate
of Etfis Capital LLC.
Gregory FCA for Tuttle Tactical ManagementIlan Friedman,
610-228-2287ilan@gregoryfca.com
Tuttle Tactical Management U.S. Core Etf (MM) (NASDAQ:TUTT)
過去 株価チャート
から 6 2024 まで 7 2024
Tuttle Tactical Management U.S. Core Etf (MM) (NASDAQ:TUTT)
過去 株価チャート
から 7 2023 まで 7 2024