AthenaInvest Advisors is the manager of this strategy, utilizing “a behavioral finance approach to identifying securities to short.
Stocks are screened and selected using the portfolio manager’s patented behavioral research. The research measures manager behavior, strategy consistency and conviction, and identifies which stocks are held in top and bottom relative weight positions within the equity universe.
Short positions are selected from the lowest conviction holdings in the international universe and are allocated based on market capitalization.” This fund focuses its efforts outside of U.S. listed securities, and currently has its largest short positions in HBC, TM, VOD, BP, and GSK, which are all well-known large cap names domiciled outside of the U.S.
For more information on Street One ETF research and ETF trade execution/liquidity services, contact Paul Weisbruch at [email protected].
Street One Financial is an educational/research firm utilizing the Broker Dealer services of GWM Group Inc (RLCC) a FINRA registered Broker/Dealer. All trades are executed through GWM Group (RLCC) and cleared by Fidelity (NFS)DTC number 0226. Street One Financial LLC makes available products and services offered by GWM Group Inc., a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.