Global Opportunities Strategy

Description: The Global Opportunities strategy focuses on absolute returns. The dramatic increase of ETF products allows the manager to invest across different asset types (country, sector, fixed income, commodities, etc.) using only US-listed companies and ETFs. The strategy allows clients to benefit from global investment themes while being able to be more defensive during challenging markets.
Product Inception: July 1, 2016
Approach: Focus on global investment themes across asset classes.
Primary Investment: U.S.-listed equities and Exchange Traded Funds (ETFs)
Benchmark: N/A (focus on absolute return with 60% MSCI World / 40% Cash used for informational purposes)
Target Range of Holdings: 15-25
Portfolio Managers: David Marvin, Stephen Marvin
Portfolio Analyst: Doug Sanna
Management Fees: 1.00% annually of assets under management plus 10% net profit allocation subject to a high water mark

NOTE: Some accounts’ investment guidelines modify some or all of the elements of the investment strategy described above and may impose additional restrictions. Marvin & Palmer Associates may accept management of accounts that are smaller than the minimum stated above. Elements of the investment strategy described above may change over time. Please refer to the firm’s Brochure, for use in place of Part 2 of the United States Form ADV, for information on fees and minimum account sizes.