P/E Global Enhanced International Fund Institutional Class (PEIEX)

Overview

The Adviser is an investment firm focused on offering sophisticated investment strategies to help its clients capitalize on equity and currency markets around the world. With a keen eye on developed markets outside the United States and Canada, this firm leverages a wide array of exchange-traded futures, including, but not limited to, equity index futures such as those related to the MSCI EAFE Index, and a variety of currency futures. The firm's investment philosophy hinges on capturing the returns of large and mid-cap equity securities in these developed markets by utilizing a diverse selection of exchange-traded financial instruments. Their approach underlines a commitment to exploring emergent trends in developed and emerging market currencies, aiming to provide their clients with enhanced portfolio diversity and the potential for superior returns.

Products and Services

The Adviser’s investment services are diversified across various futures and forward contracts, each designed to meet the international investment needs of their clientele:

• Exchange-Traded Futures: This includes a wide range of futures contracts, such as equity index futures focused around benchmarks like the MSCI EAFE Index, which tracks large and mid-sized company performance across developed markets outside of North America. These futures offer clients an effective tool for gaining exposure to international equity markets.
• Currency Futures: The fund invests in exchange-traded futures that offer exposure to a variety of developed and emerging market currencies. This strategy aims to benefit from fluctuations in global currency values, providing a layer of diversification beyond traditional equity investments.
• Forward Contracts: In addition to futures, the fund may employ forward contracts, which are agreements to buy or sell an asset at a future date for a price agreed upon today. This can include both currencies and other assets, offering a tailored approach to managing international exposure and hedging against market volatility.