Innealta Strategies Surpass 5-Year Milestones

AUSTIN, Texas, Jan. 15, 2015 /PRNewswire/ --

• Established track records testify to the ability of Innealta's tactical asset allocation strategies to seek risk-adjusted returns over the long term.
• Innealta Country Rotation Fund & Innealta Sector Rotation Fund seek to generate capital appreciation and current income by investing in representative equity-only ETFs.
• Risk-Based Core & Risk-Based Opportunity products have been renamed Global All Asset & Global All Asset Opportunity to reflect broader array of investment opportunities available to Investment Committee.

Innealta Capital announces that all ten of its managed account portfolios reached their five-year anniversaries on December 31, 2014. Two of the firm's mutual funds—the Innealta Sector Rotation Fund (ICSIX/ICSNX/SROAX) and Innealta Country Rotation Fund (ICCIX/ICCNX/COUAX)—also marked their three-year anniversaries on that date. For more information about Innealta's strategies and products, please visit http://www.innealtacapital.com.

"These milestones provide the track record that demonstrates the ability of our tactical asset allocation strategies to generate risk-adjusted returns using a variety of asset classes," said Jeff Montgomery, Chairman and Chief Executive Officer of Innealta Capital. "We will continue to offer and enhance our diverse selection of ETF portfolios and global investment options, all of which are created with the goal of providing long-term investors with optimal returns while mitigating downside risk."

Innealta utilizes three main tactical asset allocation portfolio strategies—Tactical Fixed Income, Tactical Rotation and Global All Asset (formerly Risk-Based)—developed over decades of work in the academic and practical realms. The strategies invest in multiple asset classes and sectors, and utilize quantitative frameworks to help control each portfolio's yield, modified duration and volatility.

The Innealta Country Rotation Fund seeks to generate capital appreciation and current income by using a quantitative tactical asset allocation approach. The Fund offers exposure to up to 20 countries by investing in representative equity-only exchange-traded funds (ETFs). The Innealta Sector Rotation Fund has the same investment objectives and approach, but offers exposure to up to 10 S&P 500 Global Industry Classification Structure sectors by investing in representative equity-only ETFs. Any dollars not allocated to equities are invested by the Funds in actively managed portfolios of fixed-income ETFs. 

Global All Asset: New Name, Same Underlying Strategy

Effective January 1, 2015, all of Innealta's Risk-Based Core and Risk-Based Opportunity products were relabeled Global All Asset and Global All-Asset Opportunity, respectively. There have been no changes to these products' underlying strategies. 

"The name change makes these products more fully representative of the widening spectrum of investment opportunities available to our Investment Committee," said Scott E. Silverman, CIMA^®, Senior Vice President of Business Development at Innealta Capital. "We work to ensure that the ongoing evolution of our strategies is reflected in our product offerings."

The table below outlines all of the product name changes.

Innealta's Global All Asset strategy utilizes a unique, proprietary decision-making process which compares the relative attractiveness of individual equity asset classes to fixed income. Based on this Investment Committee analysis and review, the Global All Asset portfolios may shift equity allocations up or down by 20% in an effort to improve their overall risk-relative return profiles. The Global All Asset portfolios seek to achieve their objectives by investing in non-leveraged ETFs, while their Global All Asset Opportunity counterparts may invest in leveraged ETFs if relevant investment vehicles are available and appropriate.

About Innealta
Innealta Capital is a quantitative asset management firm specializing in the active management of portfolios of exchange-traded funds (ETFs). The firm offers a diverse range of portfolio options that includes pure fixed income, equity rotation, and whole-portfolio multi-asset class portfolios. Though each portfolio and the strategies that define them are unique in design, all are rooted in the firm's broader goal of achieving optimal risk-relative returns over longer-term investment horizons.

We believe Innealta's distinct competitive advantage is the effectiveness of its proprietary quantitative framework and its ability to execute investment strategies that attempt to optimize the risk-reward trade-offs within and among a range of broad asset classes.

There is no guarantee that any investment will achieve its objectives, generate positive returns, or avoid losses.

Investors should carefully consider the investment objectives, risks, charges and expenses of the Innealta Funds. This and other important information about the Funds is contained in the prospectus, which can be obtained by calling 855-USE-ETFS or visit our website www.innealtafunds.com. The prospectus should be read carefully before investing. The Innealta Funds are distributed by Northern Lights Distributors, LLC a FINRA/SIPC member.  

Important Disclosure
AFAM Capital, Inc. is a Registered Investment Advisor.  Al Frank Asset Management and Innealta Capital are divisions of AFAM Capital. AFAM is editor of The Prudent Speculator newsletter and is the investment advisor to individually managed client accounts and certain mutual funds distributed through Northern Lights Distributors, LLC.  Summary prospectuses can be reviewed here and here. Mutual fund investing involves risk and principal loss is possible.  ETFs are subject to risks similar to those of stocks, such as market risk, and investors that have their funds invested in accordance with the portfolios may experience losses. Additionally, fixed income ETFs are subject to interest rate risk which is the risk that debt securities in a portfolio will decline in value because of increases in market interest rates. Investments in foreign investments may incur greater risks than domestic investments.  Past performance is no guarantee of future results. AFAM only transacts business in states where it is properly registered or exempted from registration. This message (including any attachments) is intended only for the addressee(s) named above, may be monitored and archived by AFAM, and may contain information that is privileged. Registration of an investment adviser does not imply any certain level of skill or training.  

Please contact us for more information on marketing materials and information that has been reviewed and approved for use with your clients.

Not all portfolios/products offered at all firms. Check with your firm as to availability.

Contact: James Doyle 
              JCPR 
              973-850-7308 
              [email protected] 

Logo - http://photos.prnewswire.com/prnh/20101104/NY94850LOGO  

SOURCE Innealta Capital

Related Links

http://www.innealtacapital.com

WANT YOUR COMPANY'S NEWS FEATURED ON PRNEWSWIRE.COM?

440k+
Newsrooms &
Influencers

9k+
Digital Media
Outlets

270k+
Journalists
Opted In

GET STARTED