AESR Profile
Anfield U.S. Equity Sector Rotation ETF is an actively managed exchange-traded fund that seeks to achieve its investment objectives by investing at least 80% of its net assets, including borrowings for investment purposes, in a diversified portfolio of other ETFs. Each of these underlying ETFs focuses on U.S. equity securities, providing broad exposure to different sectors of the American economy. The fund's strategy emphasizes sector rotation, a tactical approach that involves shifting investments among various U.S. equity sectors based on market conditions, economic cycles, and sector-specific trends. This dynamic approach allows the fund to capitalize on growth opportunities in different parts of the market while managing risks associated with sector concentration.
In addition to its core investments in ETFs, the Anfield U.S. Equity Sector Rotation ETF may also utilize a variety of derivatives to enhance returns or manage portfolio risk. These derivatives include exchange-listed and over-the-counter futures, options, total return swaps, forwards, and repurchase agreements. The fund’s use of derivatives adds a layer of flexibility to its investment strategy, enabling it to gain or reduce exposure to specific sectors or market conditions quickly. This ability to deploy derivatives as part of its overall investment approach allows the fund to navigate complex market environments and seek to protect against adverse market movements.
The fund's sector rotation strategy is grounded in a thorough analysis of macroeconomic indicators, corporate earnings trends, interest rate movements, and other factors that influence sector performance. By closely monitoring these indicators, the fund’s managers can make informed decisions about when to overweight or underweight specific sectors within the U.S. equity market. This active management approach is designed to optimize returns by aligning the fund’s sector allocations with prevailing market trends, while also adapting to changes in the broader economic landscape. The fund aims to capture opportunities in sectors poised for growth while reducing exposure to sectors facing headwinds.
Managed by Anfield Capital Management, LLC, the Anfield U.S. Equity Sector Rotation ETF benefits from the firm’s extensive experience in multi-asset and sector-based investing. The management team brings a deep understanding of market dynamics and a disciplined approach to sector rotation, leveraging proprietary research and quantitative models to guide investment decisions. By focusing on sectors with strong fundamentals and favorable economic conditions, the fund seeks to provide investors with long-term capital appreciation while managing volatility through active sector allocation. The fund’s approach offers investors a robust tool for navigating the complexities of the U.S. equity market.
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