ACTIVELY MANAGED
LONG/FLAT STRATEGIES

Global

The Fair Weather Strategies Global Strategy seeks to outperform a custom benchmark on a risk-adjusted basis over the long-term. The custom benchmark is composed of 80% MSCI ACWI Total Return Index and 20% S&P GSCI Total Return Index, rebalanced monthly.

FWS Global Composite Factsheet 3Q 2018.pdf

US Large Cap

The Fair Weather Strategies US Large Cap Long / Flat Equity Strategy seeks to outperform the S&P 500® Total Return Index on a risk-adjusted basis over the long-term. The strategy seeks superior risk-adjusted returns by avoiding investing in certain stocks during periods of high downside volatility.

FWS US Long-Flat Equity Composite Factsheet 3Q 2018.pdf

FWS Sector

The Fair Weather Strategies Sector Strategy – inception date Oct 1st 2018 – coming soon.

FWS Sector – coming soon.pdf

PASSIVE STRATEGIES

Conventional Aggressive

The Fair Weather Strategies Conventional Aggressive Strategy provides investors with cost-effective exposure to a conventional portfolio mix of asset classes, that on balance, are popular with investors seeking growth.

FWS Conventional Aggressive Composite Factsheet 3Q 2018.pdf

Conventional Conservative

The Fair Weather Strategies Conventional Conservative Strategy provides investors with cost-effective exposure to a conventional portfolio mix of asset classes, that on balance, are popular with investors seeking principal preservation and income.

FWS Conventional Conservative Composite Factsheet 3Q 2018.pdf

HYBRID STRATEGIES

Hybrid

This strategy takes positions in a variety of equity, fixed income and commodity asset classes. Vehicles utilized to gain exposure to these asset classes are primarily Exchange Traded Funds (ETFs). The strategy combines both a passive investment strategy  for some holdings along with an active, risk managed approach for others.

FWS Hybrid Composite Factsheet 3Q 2018.pdf