ATAC Rotation Fund Institutional Class (ATCIX)

Overview

The adviser operates by investing the fund's assets predominantly in shares of a diversified portfolio consisting of exchange-traded funds (ETFs). These ETFs are chosen strategically to track various indices or their multiples, which could include broad market metrics for both equity and fixed income markets, or more specialized measures such as those pertaining to specific sectors or market segments. The sectors may represent a large grouping of companies within the market that share similar operational characteristics, while market segments could encompass companies of different sizes, ranging from large to small, and may include both domestic and foreign entities. This diversified investment approach allows for broad exposure across various segments of the financial markets, catering to different investment objectives and risk tolerances.

Products and Services

• Diversified Portfolio of ETFs

  This product involves the investment in a range of ETFs designed to provide exposure to various indices or their multiples. These ETFs can track the overall performance of the equity and fixed income markets or target specific sectors or market segments. By encompassing a wide array of financial instruments, this service aims to cater to differing investor needs, whether they seek general market exposure or are interested in particular sectors or company sizes.

• Sector and Market Segment Focus

  Part of the investment strategy may involve focusing on ETFs that track specific sectors or market segments. Sectors include large groups of companies within the market that have common characteristics, offering an opportunity to invest in a particular industry. Market segments, on the other hand, can include companies of various sizes - large, medium, or small - and may cover both domestic and international markets. This approach allows investors to target investments more specifically according to their market outlook or risk preference.