ROMO Profile
The Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) stands as a pivotal player in the exchange-traded fund (ETF) landscape, offering a distinctive approach to target outcome asset allocation strategies. Launched on November 1, 2019, and issued by Strategy Shares, ROMO operates as a passively managed fund-of-funds that dynamically adjusts its exposure between global equities and U.S. Treasuries based on momentum and trend signals.
Managed by Newfound Research and ReSolve Asset Management, ROMO combines the quantitative research capabilities of both firms to implement a systematic investment strategy. The ETF's methodology leverages robust momentum indicators to allocate assets regionally across global equities or defensively into U.S. Treasuries, aiming to capitalize on market trends while managing downside risk. This approach is designed to enhance portfolio returns through tactical asset allocation decisions driven by empirical market data.
ROMO's passive management style ensures efficient portfolio rebalancing in response to evolving market conditions, providing investors with a disciplined approach to capturing potential upside while mitigating volatility. The fund's allocation strategy reflects Strategy Shares' commitment to delivering transparent and effective investment solutions that align with investor objectives and market dynamics. ROMO's launch underscores Strategy Shares' dedication to innovation in ETF strategies, offering a strategic tool for investors seeking diversified exposure and risk management within a dynamic investment environment.
Investors in the Strategy Shares Newfound/ReSolve Robust Momentum ETF benefit from the combined expertise of Newfound Research and ReSolve Asset Management, renowned for their quantitative investment strategies and risk management capabilities. ROMO's exchange-traded structure enhances liquidity and accessibility, providing institutional and retail investors alike with a versatile vehicle to capitalize on market opportunities while maintaining a disciplined approach to asset allocation and risk management.
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