hedgXUS©
Our Global hedgXUS© strategies seek long-term capital appreciation by investing primarily in the Exchange Traded Funds (ETFs) and the American Depositary Receipts (ADRs) of companies in global ex-US markets using our proprietary technology-driven, quantitative approach.
We employ a comprehensive approach to risk management to scrutinize portfolio risks and work towards our goal of generating excess returns through regional exposure, security weightings, and selection.
As with most of our other strategies, hedgXUS© does not restrict the allocation to any specific index or "static" blend of regional exposure. It allows us to overweight holdings that represent the best opportunities for total return. Since the main objective for hedgXUS© is the growth of capital focusing on non-US securities, it will tend to have more volatility and exhibit higher risk characteristics.
As the U.S. and China appear to be on the verge of setting aside some of their trade differences. India and Brazil are tackling reforms to boost economic growth. Technology and innovation are flourishing in developing countries. There is a growing middle class in Asia driving demand for consumer goods. Japan, Europe, and China are pressing forward with developments in healthcare and the tech sector. The opportunities for growth and diversification seem endless. For Q1 of 2020, we currently have an even mix of Developed Market and Emerging Market allocations. [1]
To request details about our hedgXUS© strategies including backtested performance, please contact us here.
[1] Investopedia.com Developed Markets and Emerging Markets