WBIG Profile
The WBI BullBear Yield 3000 ETF is strategically designed to provide investors with exposure to a diverse array of equity securities, including those of small-cap, mid-cap, and large-cap companies, both domestic and international. The fund aims to identify and invest in companies that demonstrate strong potential for intrinsic value growth, leveraging insights from its sub-advisor, who is an affiliate of WBI. This approach is intended to capture investment opportunities that offer attractive yield prospects while strategically positioning the fund for potential appreciation.
In addition to targeting companies with promising growth characteristics, the WBI BullBear Yield 3000 ETF incorporates a flexible investment strategy, allowing for up to 50% of its net assets to be allocated to securities in emerging markets. This allocation enhances the fund’s exposure to high-growth opportunities in developing economies, which can provide substantial returns but also entail higher risk. The fund’s exposure to these markets is managed with the goal of balancing potential rewards against the associated volatility.
The ETF’s investment strategy emphasizes a combination of tactical asset allocation and fundamental analysis. By focusing on equities with strong growth potential and incorporating a significant portion of assets into emerging markets, the fund aims to capitalize on both established and emerging opportunities. The tactical component of the strategy involves dynamically adjusting the portfolio to respond to changing market conditions, thereby seeking to optimize yield and growth.
Managed by WBI and its affiliates, the WBI BullBear Yield 3000 ETF benefits from the firm's extensive experience in equity investing and tactical management. The fund’s strategy is designed to offer investors a balanced approach to growth and yield, with a particular emphasis on capturing value in both domestic and international markets. By integrating a broad investment scope with tactical flexibility, the fund aims to provide a robust investment solution for seeking high returns across diverse market environments.
|
