Frontier HyperiUS Global Equity Fund Institutional Class Shares (0P0001FHN7)

Overview

The described fund is an investment vehicle that focuses on capitalizing on the potential of common stocks and American depositary receipts (ADRs) of companies listed on both U.S. and international stock exchanges. Adhering to a strategy that requires a substantial portion of its assets to be invested in equities, the fund commits at least 80% of its net assets to these financial instruments. The fund's investment approach emphasizes global diversification, mandating asset allocation across a minimum of three different countries and ensuring a significant portion, at least 40%, of its net assets are invested in non-U.S. companies. This global approach allows the fund to tap into international market opportunities, potentially enhancing returns for investors by leveraging the growth in various economies. Additionally, the fund has the flexibility to make considerable investments in sectors it identifies as having high growth potential, such as information technology, consumer discretionary, and communication services sectors. Despite its global reach and sector focus, it is classified as non-diversified, meaning it may invest more heavily in a smaller number of investments, which could lead to greater volatility in comparison to more diversified funds.

Products and Services

• Investment in Common Stocks and ADRs

  The fund invests a significant portion of its assets in common stocks and ADRs. This approach is designed to offer investors the opportunity to benefit from the appreciation of share values in both U.S. based and international companies. By leveraging ADRs, the fund can easily participate in foreign markets, reducing barriers to international investment while still operating within the regulatory framework of U.S. securities laws.

• Global Diversification Strategy

  An essential part of the fund's approach is its commitment to global diversification. By allocating assets among issuers located in at least three different countries and ensuring a substantial investment in non-U.S. companies, the fund aims to mitigate country-specific risks and capitalize on international growth opportunities. This strategy is intended to provide a balanced exposure to global markets, contributing to potential risk reduction without compromising return possibilities.

• Sector-focused Investments

  While the fund maintains a diverse portfolio in terms of geography, it also strategically focuses on sectors believed to offer high growth potential – namely, information technology, consumer discretionary, and communication services. This focus is based on the fund's analysis and insights into market trends and sector dynamics, aiming to leverage industry-specific growth for enhanced portfolio performance. Such targeted investments may offer higher returns, albeit with increased sector-specific risks.

• Non-diversified Fund Structure

  The fund's non-diversified status allows for a more concentrated investment approach, potentially investing more significantly in fewer stocks. This strategy can lead to higher volatility and risk, as the fund's performance may be more heavily influenced by the fortunes of a smaller number of investments. However, if well executed, this approach can also result in higher returns, assuming the selected investments perform strongly.