WBI BullBear Quality 2000 ETF (WBID)

Overview

The investment fund aims for long-term capital appreciation with the potential for current income, prioritizing principal protection during adverse market conditions. Focused on investing in the equity securities of small-cap and mid-cap domestic and foreign companies, the fund leverages a proprietary selection process managed by its Sub-Advisor to identify potential investment opportunities. This process also evaluates cash and cash equivalents as viable investment options. To diversify its investment portfolio and mitigate risks, the fund may allocate up to 50% of its net assets in emerging market securities.

Products and Services

• Equity Securities Investment

  Investment in small-capitalization and mid-capitalization domestic and foreign companies based on the fund's unique selection process. This approach aims at finding companies with the potential for growth and sustainability, thus offering long-term capital appreciation opportunities.

• Emerging Markets Investment

  Up to 50% of the fund's net assets can be invested in the securities of issuers located in emerging markets. This diversification strategy seeks to exploit the growth potential in these markets while managing the associated risks of investing in less mature economies.

• Cash and Cash Equivalents

  Part of the investment strategy involves evaluating cash and cash equivalents as potential investment options. This approach provides liquidity and can act as a hedge against market volatility, contributing to the fund's goal of principal protection during unfavorable market conditions.