Thematic Strategies

Contego Robotics and Automation Strategy

The Contego Robotics and Automation Strategy’s investment objective is long-term growth of capital. The strategy seeks to achieve its investment objective by investing in a portfolio of U.S. and foreign common stock of companies involved in robotics and automation across multiple sectors. The strategy expects to invest primarily in developed markets but may also invest in emerging markets. The Strategy may invest in any company with a market capitalization over $50 million. The strategy’s portfolio will be composed of companies with game changing technologies in sectors such as manufacturing, infrastructure, transportation, energy, healthcare, information technology, media and communications. The strategy is actively managed and rebalanced monthly. Benchmark: S&P 500 (SPX). The fund is also available in mutual fund format as the AlphaCentric Robotics and Automation Fund (GNXIX).

Contego Sustainable Earth Strategy

Contego Sustainable Earth is an ESG (Environmental, Social, and Governance) Strategy. Its investment objective is a blend of value and long-term growth of capital.  The strategy invests in both U.S. and foreign companies that derive a majority of their revenue from products and services that address at least one of the world’s major environmental challenges such as pollution control, clean energy, clean water and agriculture. The strategy is actively managed and rebalanced quarterly. Benchmark: MSCI All Country World Index (MXWD)

 

Assets Allocation Strategies

Contego Conservative Strategy

The Contego Conservative Strategy seeks to provide low volatility, capital appreciation and income. The strategy is designed for investors with a long-term time horizon and low-risk tolerance. The strategy is an actively managed allocation, primarily invested in shares of underlying exchange-traded funds, providing exposure to high-yield dividends, high-yield bonds, municipal bonds, convertible bonds, treasuries, REITs and commodities. The strategy is actively managed and rebalanced quarterly.

Contego Moderate Strategy

The Contego Moderate Strategy seeks to provide capital appreciation and income. The strategy is designed for investors with a medium to long-term time horizon and moderate-risk tolerance. The strategy is an actively managed allocation, primarily invested in shares of underlying exchange-traded funds, diversified across major equity and fixed income sectors. The strategy is actively managed and rebalanced quarterly.

Contego Aggressive Strategy

The Contego Aggressive Strategy seeks to provide long-term capital growth. The strategy is designed for investors with a long-term time horizon and high-risk tolerance. The strategy is an actively managed allocation, primarily invested in shares of underlying exchange-traded funds, providing exposure to high momentum areas and sectors such as robotics, biotechnology, medical devices, software, communications, clean energy, and other various innovative technologies. The strategy may invest in leveraged exchange-traded funds. The strategy is actively managed and rebalanced quarterly.