Investment Process

investment process

 

Robust Idea Generation - Strong idea generation is equally important in manager selection as it is in stock selection. The search for great money managers must be a continuous effort with dedicated resources.

Research - Exceptional research is a hallmark of Acuitas and is critical to our success. Acuitas' professionals have evaluated thousands of investment products. Our research approach is fundamentally based, forward-looking and supplemented by quantitative analysis.

Portfolio Construction - Portfolio construction is a vital part of multi-manager investing. We have decades of experience constructing portfolios of underlying investment managers in ways that help us control portfolio risk while seeking to
preserve excess returns.

Ongoing Monitoring - Our research and portfolio construction efforts are endless - we are constantly looking for ways to capture greater returns and manage risk in our portfolios through continual research, analysis and manager selection.

 

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.

Equity: Equity securities (stocks) are more volatile and carry more risk than other forms of investments, including investments in high-grade fixed income securities. The net asset value per share of these Fund will fluctuate as the value of the securities in the portfolio changes.

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 Fund is offered only to United States residents, and information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of the Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.

Acuitas Investments, LLC is the investment adviser for the Acuitas Funds. Acuitas Funds are distributed by Foreside Fund Services, LLC.