On-the-ground, global fundamental research is the foundation of our investment approach. Located in the United States, Europe, the Middle East and Far East Asia our investment professionals collaborate on detailed fundamental analysis integrating knowledge across regions, sectors and asset classes to arrive at unique insights.
On-the-ground, global fundamental research is the foundation of our investment approach. Located in the United States, Europe, the Middle East and Far East Asia our investment professionals collaborate on detailed fundamental analysis integrating knowledge across regions, sectors and asset classes to arrive at unique insights.
welcome to the future of investing
We invest for the long term in what we believe to be outstanding companies
We are independently owned by team members and directors. Being a boutique investment manager allows our firm to be more agile than the industry's financial supermarkets. We consider ourselves portfolio builders, who know the difference between an investment and a trade, and have the judicious mindset of prudent bankers.
US ECONOMY
BULL FUND
A strong Strategy seek to generate 3 times the performance of the S&P 500 Index by using a variety of financial instruments, an index of mostly large-cap US equities,
The underlying companies are among the biggest and most well-known in the world.
BONDS MARKETS
SAFE HAVEN
This strategy provides broad exposure to U.S. investment-grade bonds: Treasury securities, government agency bonds, mortgage-backed bonds, and corporate bonds. The general consensus is that such securities are “safe havens” in times of market stress. In most years, this fund has historically provided steady returns. It posted positive performance even in 2008
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CHINA TECH MARKET
CHINA TECH
This strategy invest in the economic growth potential of China's information and technology sector. Benefit from China's goal to transform itself into a digital powerhouse for both the individual user and for business enterprises. The fund stocks include companies like Tencent, Alibaba, Baidu, Netease, and +50 others.
MEDICAL MARIJUANA
FLORA FUND
Stocks invests in companies involved in the budding marijuana industry. These companies produce and sell legal medical marijuana and/or legal recreational marijuana, sell real estate to or provide services to marijuana companies, or they are biotech or pharmaceutical companies with cannabinoid products or pipeline candidates.
FASHION MARKET
FSHN FUND
Brands matter, we are back to conceptualizing the role of brand equity just as those justifying investments in people, It is reassuring to know the solid evidence exists to support the general assertion that brand investments, on average, have been shown to pay off.
This strategy invest in the most successful fashion icons around the world.
CHINA LARGE CAP
CHINA CAP
This fund tracks an index of the 50 largest and most liquid Chinese stocks traded on the Hong Kong Stock Exchange. We are constructive on Chinese equities despite tensions over trade. We see protectionist threats as largely negotiating tactics, while Chinese reforms, a stable growth environment and a solid earnings outlook support equities
GLOBAL ECONOMY
GLOB FUND
Have exposure to a broad range of developed market companies around the world, Access to the developed world in a single fund and Use to diversify internationally and seek long-term growth in your portfolio.
FOOD INDUSTRY
FOOD FUND
Nearly everyone you know spend a lot of money on fast food and coffee at one point. From the world’s largest like McDonald, Starbucks and Chipotle, Food industry permeates our daily life with no signs of slowing.
This strategy invest in the big names in the industry.
COSMETICS MARKET
BUTY
FUND
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As digitally native brands continue to disrupt the beauty industry’s status quo, more and more investors are rushing to back them up
the consumer stickiness and loyalty the beauty category affords makes it appealing in the long-term, This strategy BEAUTY FUND invest in the biggest players in the industry.
REAL ESTATE MARKET
REAL FUND
The investment seeks to provide a high level of income and moderate long-term capital appreciation by tracking the performance of the Real Estate Market and measures the performance of publicly traded equity REITs and other real estate-related investments.
LOGISTIC
SHIP FUND
Transportation companies are vital to the functioning of the economy, ensuring that producers can get their goods to consumers in an orderly and efficient manner. Investing in transportation stocks involves a wide range of industries. For investors who want diversified exposure to the transportation sector, this fund can be helpful in building up a well-rounded portfolio
HEALTH CARE
HEAL FUND
The fund seeks the Health Care Sector, Its employs a replication strategy that includes companies from the following industries: pharmaceuticals; health care equipment & supplies; health care providers & services; biotechnology; life sciences tools & services; and health care technology.
CYBER SECURITY
HACK FUND
The cyber security industry continues to grow. The hack fund offers investors exposure to this evolving industry. Comprised of companies that offer hardware, software, consulting and services to defend against cyber crime, the Cyber Security strategy allows you to invest in:, Cisco Systems, Fortinet, Proofpoint, Symantec, Palo Alto Networks, and more.
INSURANCE
NSUR FUND
This fund tracks the performance of publicly traded companies in the insurance industry and measures the performance of the insurance sector of the U.S. equity market
VIDEO GAMES
PLAY FUND
The fund tracks the performance of the common stock of exchange-listed companies across the globe that are actively engaged in a business activity supporting or utilizing the video gaming industry. The fund normally invests at least 80% of its total assets, exclusive of collateral held from securities lending, in securities, ADRs, or GDRs of Video Gaming Companies.
ELECTRIC CARS
E-CAR FUND
The fund is designed to provide exposure to exchange-listed companies that are involved in the development of electric vehicles, including companies that produce electric/hybrid vehicle components and materials, autonomous driving technology, and network connected services for transportation plus Lithium & Battery Tech
FITNESS
FTNS FUND
Health and fitness stocks could benefit as millions of people around the world spend more time and money on healthful activities..
People everywhere are realizing the important role health plays in their quality of life. With the Health & Fitness Strategy, you invest in companies benefiting from the rising significance of health in people's lives. It's not a trend, it's the future
FINANCIAL MARKET
MONY FUND
This fund is made up of stocks of large, mid-size, and small U.S. companies within the financials sector, as classified under the Global Industry Classification Standard (GICS).
OIL INDUSTRY
OIL FUND
The investment seeks to track the Yield of Crude Oil Index, which is intended to reflect the changes in market value of crude oil. The single index Commodity consists of Light, Sweet Crude Oil (WTI).
Total Stock Market
MRKT FUND
The investment measures the investment return of the overall stock market. The fund employs an indexing investment approach designed to track the performance of the U.S. stock market and includes large-, mid-, small-, and micro-cap stocks regularly traded on the New York Stock Exchange and Nasdaq.
INTERNET MARKET
WEB FUND
The investment seeks to provide investment results that correspond generally to the total return performance of the S&P Internet Select Industry Index. The fund represents the internet segment of the S&P Total Market Index .
We advise traditional fund managers on business strategies for expansion into ETF business, by research the global industry landscape to identify and bridge cross border collaborative opportunities. We offer clients the ability to meet their income and investment objectives through multiple strategies, including separately managed accounts and private funds.