WBI BullBear Yield 3000 ETF (WBIG)

Overview

The fund represented is an investment vehicle that aims to generate returns through strategic investments in the equity securities of companies across various stages of development and geographical locations. As such, it targets small-capitalization, mid-capitalization, and large-capitalization companies, showing a keen interest in those entities that exhibit potential for significant growth in intrinsic value according to the assessments of the sub-advisor and an affiliate of the advisor. Furthermore, this fund demonstrates a flexible investment approach, with the capability to allocate up to half of its net assets to issuers situated within emerging markets, thereby embracing the additional risk and potential for higher returns that these markets can offer.

Products and Services

Equity Investments in Diverse Market Capitalizations:

This fund focuses on investing in companies across a wide spectrum of sizes, including small-cap, mid-cap, and large-cap entities. This approach enables the fund to diversify its portfolio across different sectors and stages of business development, potentially lowering risk while seeking growth.

Growth-Oriented Investment Strategy:

Investments are primarily directed towards companies that, in the opinion of the sub-advisor and an affiliate of the advisor, have attractive growth prospects. The fund looks for businesses that are expected to increase in intrinsic value over time, making this an ideal choice for investors who are focused on long-term capital appreciation.

Emerging Markets Investments:

With the authority to allocate up to 50% of its net assets in emerging markets, the fund seeks to capitalize on the high-growth potential of these regions. While investments in emerging markets come with higher volatility and risk, they also offer the possibility of substantial returns, making them an appealing component of the fund’s overall investment strategy.