MSTB Profile
LHA Market State Tactical Beta ETF is an actively managed exchange-traded fund designed to provide strategic exposure to the S&P 500 Index through a dynamic investment approach. The fund aims to achieve its investment objective by primarily investing in financial instruments that are directly or indirectly linked to the performance and volatility of the S&P 500 Index. The portfolio management team utilizes quantitative analyses to forecast market trends and adjust the fund's exposure accordingly.
Under normal market conditions, the fund maintains a baseline exposure to the S&P 500 Index of approximately 100%. This exposure is adjusted daily based on a quantitative analysis of the VIX Index, which measures market volatility and investor sentiment. The fund's strategy involves dynamically altering its exposure to the S&P 500 Index to capitalize on anticipated market movements, based on signals derived from volatility trends and other quantitative indicators.
As a non-diversified fund, LHA Market State Tactical Beta ETF focuses its investments on instruments related to the S&P 500 Index, which can lead to a concentrated portfolio with higher potential volatility. This concentration allows the fund to target specific market opportunities and manage risk more precisely. The fund's active management approach is designed to enhance performance by reacting to market conditions and volatility shifts, providing investors with a tailored exposure to the S&P 500 Index.
The funds investment strategy reflects its objective of delivering targeted performance based on the S&P 500 Index while actively managing exposure to market volatility. By leveraging quantitative analysis and adjusting exposure in response to market signals, the fund seeks to optimize returns and manage risk in a dynamic market environment. This approach aims to offer investors a sophisticated tool for navigating the complexities of equity market investments.
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