Alexis Practical Tactical ETF (LEXI)

Overview

The fund operates with a global investment strategy, aiming to achieve its investment objective by maintaining the flexibility to allocate assets across diverse markets worldwide. It targets multiple asset classes, including equity, fixed income, commodities, real estate, and more, along with employing various investment strategies. This approach allows the fund to adapt to changing market conditions and capitalize on different opportunities, aiming to provide returns to its investors through a broad investment spectrum.

Products and Services

• Equity Investments

  Allocations in publicly traded stocks across a wide range of sectors and geographies, seeking capital growth through price appreciation and dividends.

• Fixed Income

  Investments in bonds and other debt securities aimed at generating income through interest payments, while also focusing on capital preservation.

• Commodities

  Engaging in the trading of physical goods such as precious metals and other commodities to hedge against inflation and diversify the portfolio.

• Real Estate

  Investing in physical real estate properties and real estate investment trusts (REITs), aiming to capitalize on rental income, property appreciation, and liquidity provided by REITs.

• Alternative Strategies

  Utilizing non-traditional investment approaches, including:

  • Merger Arbitrage: Exploiting price inefficiencies before or after corporate mergers and acquisitions.
  • Convertible Bond Strategies: Investing in bonds that can be converted into a predetermined number of stock shares, combining the fixed income aspect of bonds with the growth potential of stocks.
  • Options-Based Strategies: Deploying options to manage risk and leverage positions, aiming for higher returns or income generation.