Inefficient areas of the equity markets such as small and microcap provide attractive active return opportunities for skilled investment managers. However, there are unique challenges to investing in these areas. Acuitas helps clients access inefficient equity markets by constructing multi-manager solutions intended to provide attractive returns at below average volatility. Our process is designed to invest with high conviction, return-seeking managers that complement one another, resulting in a single solution that has the potential to outperform in a variety of market environments at below average volatility. Additionally, our strategies provide:
CAPACITY:
Capacity in small and microcap can be challenging to come by because managers fill up quickly. Our multi-manager portfolios offer an evergreen solution with greater capacity than individual managers because we are able to upgrade the portfolio into new managers with excess capacity. Our process provides investors an alpha-seeking, long-term balanced investment in small and microcap markets.
FOCUS:
Acuitas is a small and microcap specialist. Our focus allows us to develop a differentiated understanding of success factors unique to small cap investing. Additionally, Acuitas is able to increase the depth and breadth of our research across the manager universe. This supports what we believe are competitive advantages, including our new manager idea generation, our comprehensive manager research, and the ongoing monitoring and upgrading of our clients’ portfolios.
EFFICIENCY:
Most investors have limited resources to cover all asset classes. Dedicated investments in the small and microcap markets provide strong expected risk/return opportunities but represent relatively small investments compared to the overall portfolio. Acuitas offers an efficient way for our clients to take advantage of these opportunities through our focused investment process without taking up a disproportionate amount of their internal resources.
Investment Considerations:
There can be no guarantee that any strategy (risk management or otherwise) will be successful. All investing involves risk, including potential loss of principal.
Before investing you should carefully consider the Fund's investment objectives, risks, charges and expenses. This and other information is in the prospectus, a copy of which can be obtained by calling (844) 805-5628. Please read the prospectus carefully before you invest.
The Mutual Fund is distributed by Foreside Fund Services, LLC
The ETF is distributed by Quasar Distributors LLC