LSAT Profile
The LeaderShares AlphaFactor Tactical Focused ETF is designed to provide investors with a diversified portfolio of equity securities, targeting companies with market capitalizations of at least $1 billion at the time of purchase. The fund employs a tactical investment strategy that may involve concentrating its investments in specific sectors, industries, or groups of industries, depending on market conditions and opportunities. This approach allows the fund to dynamically adjust its exposure to different areas of the market, seeking to capitalize on trends and shifts in the economic landscape.
In addition to direct investments in equities, the fund may also utilize derivatives, such as equity options and total return swap agreements, to enhance its investment strategy and manage risk. These financial instruments can be used to gain exposure to specific stocks or sectors without the need to directly purchase the underlying securities. They also provide the fund with the flexibility to hedge against potential market downturns or to amplify returns in favorable market conditions. The use of derivatives is a key component of the fund's tactical approach, allowing for more precise positioning in response to market changes.
The fund's investment strategy is rooted in the AlphaFactor model, which is designed to identify stocks that exhibit strong alpha potential, or the ability to outperform the broader market. This model analyzes a range of factors, including profitability, valuation, and momentum, to select stocks that are expected to generate superior returns. By focusing on these high-potential stocks and employing a tactical allocation strategy, the fund aims to deliver enhanced performance while managing risk. The flexibility to concentrate investments in specific sectors or industries further enhances the fund's ability to adapt to changing market conditions.
The LeaderShares AlphaFactor Tactical Focused ETF is well-suited for investors seeking a dynamic, actively managed equity fund that combines traditional stock investments with sophisticated derivative strategies. The fund's tactical approach and focus on alpha generation make it an attractive option for those looking to potentially outperform the market while managing downside risk. With its ability to adjust to market conditions and concentrate on high-potential areas, the ETF offers a flexible and responsive investment solution for those aiming to achieve superior risk-adjusted returns.
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