Rational Dynamic Brands Fund Institutional Class (HSUTX)

Overview

The fund is designed to offer investors exposure to the most prominent and influential brands in both the U.S. and globally, by investing in the stocks of companies that hold the 25 to 50 top positions in the Alpha Brands Consumer Spending Index. This strategy is firmly rooted in a combination of fundamental and technical analysis to select stocks that not only represent highly recognizable and relevant brands but also show significant promise from a business perspective. The focus is on brands that have a direct consumer interface as well as those that operate in the business-to-business sector, making for a diversified portfolio that taps into various dimensions of consumer spending and corporate transactions.

Products and Services

• Alpha Brands Consumer Spending Index Tracking

  This product provides investors with access to a curated index comprising 200 of the most recognizable and significant U.S. and foreign brands that are carefully selected based on their consumer and business market influence. The index is designed to reflect the performance of brands across a diverse range of sectors, offering an insightful gauge into consumer spending trends and brand relevancy in the marketplace.

• Stock Investment in Top Brands

  By focusing investments on the stocks of companies that are deemed to be within the 25 to 50 most attractive and leading brands, the fund aims to capture the growth and revenue potential of these entities. These selections are made through rigorous fundamental and technical analysis, ensuring that the brands invested in are not only well-recognized but also have strong business models and growth trajectories.