U.S. Equity

Dynamic Sector Allocation / Sector Rotation Strategy

Investment in U.S. equity consists of dynamic exposure to specific equity markets, to which we add a core exposure to fixed income in order to achieve the desired levels of risk. The equity markets chosen are those whose expected risk-adjusted returns exceed those of fixed income at a given moment. The Investment Committee conducts this allocation process after careful review of Innealta’s proprietary framework.

Equity Sectors

Sector Allocation Factsheet
Dynamic US Opportunity Brochure
Dynamic Sector Allocation Brochure
Sector Rotation Brochure

The strategy considers investment across all 11 S&P 500 economic sectors, but actual investment always depends on the prospective risk-adjusted rewards. The remainder of the funds is invested in a portfolio of fixed income and other asset classes for which the Investment Committee maintains a more favorable risk-reward outlook.