Beyond Factor Fundamentals – Are You Ready to Zig if Traditional Assets Zag?

Lastly, the global macro based strategy tries to exploit macro economic imbalances across the globe. The strategy may be implemented through a number of asset classes, including stocks, bonds, currencies and commodities.

JPHF includes 68.9% long and -47.9% short exposure to equity long/short; 52.4% long and -11.0% short exposure to the event driven theme; and 114.4% long and -140.72% short exposure to macro based strategies.

ETF investors can also individually target each of these hedge fund-esque strategies through focused ETF strategies, including d JPMorgan Managed Futures ETF (NYSEArca: JPMF), JPMorgan Long/Short ETF (JPLS) and JPMorgan Event Driven ETF (NYSEArca: JPED).

The managing advisors of JPHF will try to generate positive total returns over time while including a relatively low correlation to traditional markets, which helps smooth out a portfolio if the markets experience any unexpected turns ahead.

Financial advisors who are interested in learning more about alternative investment strategies can register for the Tuesday, March 20 webcast here.