Trademark Capital to Manage EAS Global Equity Fund
Accessible, International Equity Exposure That's Tactical and Manages Volatility
(firmenpresse) - NEW PORT RICHEY, FL -- (Marketwire) -- 09/18/12 -- Trademark Capital Management, Inc. ("Trademark") announced today that it has been selected by Emerald Asset Advisors, LLC to manage the EAS Global Cycle Fund (EGCAX - A shares; EGCEX - C shares, and EGCSX - I shares), now renamed the EAS Trademark Capital Global Fund.
As sub-advisor to the Fund, Trademark will deploy its proprietary, risk-based quantitative model developed by Trademark partner Don Beasley. Mr. Beasley co-founded Personal Mutual Fund Management (currently Stadion Money Management), and presided over that firm's investment management success for many years. Trademark will apply this time-tested model to the EAS Trademark Capital Global Fund.
Data-driven, the Trademark model quantifies risk through a methodology independent of individual decision-making, resulting in a disciplined, rules-based process with a tactical style and focus on risk-mitigation. Its proprietary quantitative models apply to both macro-level allocations and individual security selection.
"As the Fund's advisor, we wanted to offer a risk-managed, tactical global equity solution with the potential to provide the upside of international investing, but without the high volatility associated with international equity markets. In our opinion, Trademark is perfect to execute that strategy and make it happen," said Emerald Allocation Strategies' managing partner Medon Michaelides.
Having international equity exposure is important for many investors, but tactical navigation of the global landscape and managing volatility are instrumental to its success. The firms believe that the EAS Trademark Capital Global Fund, an easily accessible '40 Act mutual fund, provides these benefits.
Trademark's portfolio manager and partner Don Beasley noted, "Beginning with my early years at Stadion, I've experienced many economic cycles and market environments. I believe our model has worked well over these periods to identify and quantify specific market risk. This has been extremely valuable in our investment decision-making process, and I expect this to continue with the Fund. We don't get scared of volatility; we embrace it and use it to our advantage."
While the EAS Trademark Capital Global Fund has been renamed, its symbols remain the same (EGCAX - A shares; EGCEX - C shares and EGCSX - I shares). The Fund is available through major custodian platforms and many broker-dealers. For more information, please visit .
Founded in 1995, Trademark Capital Management, Inc. is an independent investment firm managing portfolios for individuals and institutional investors. With its philosophy of "winning by not losing," Trademark applies a disciplined, quantitative model-driven process, originally developed by successful investment manager Don Beasley. Trademark's seasoned portfolio management team -- Don Beasley, Joe Ezernack (former senior portfolio manager, Stadion Money Management), and Trademark founder Steve Athanassie -- brings its deep expertise and risk-management approach to each of its portfolio offerings, which include an open-end mutual fund, collective investment trusts ("CIT's") and separately managed accounts. For more information, visit .
Founded in 1998, Emerald Asset Advisors, LLC is an independent investment firm serving high net worth individuals, financial advisors and institutional investors. Emerald manages several separately managed account strategies and is also advisor to two open-end mutual funds. The firm has embraced the use of liquid alternative investment strategies for its practice and has managed multi-asset class portfolios for its clients since inception. Emerald Allocation Strategies, LLC is the business affiliate of Emerald Asset Advisors. For more information about Emerald's mutual funds, visit .
Quantitative investment models are based on the deployment of computer generated investment decisions. Quantitative investment managers use a mathematical model to identify sets of desired or undesired characteristics for their investments. Using computers, managers can access data almost instantaneously and simultaneously. Asset classes and financial instruments within those asset classes can then be screened and investments selected that reflect the manager's views. Managers who use this approach believe it eliminates human emotion and personal bias, which they think may impede effective portfolio management.
Macro allocation is how we decide where we spend our money on a large scale. Investment managers evaluate the "big picture" in the economy and financial world and distill the components down into finer details. Based on the "big picture" opinion, different industrial sectors are analyzed in order to select those that are forecast to outperform the market. Once the sectors are selected, the stocks of specific companies are further analyzed and those that are believed to be successful are chosen as investments.
A Tactical Global Equity strategy is a risk controlled approach for investing in global growth stocks with moderate risk. Following a computerized mathematical model for risk management, the goal of this strategy is to systematically reduce market exposure during market down trends in order to preserve capital and enhance risk adjusted performance.
Volatility refers to the amount of uncertainty or risk concerning the size of changes in a security's value. A higher volatility means that a security's value can potentially be spread out over a larger range of values. This means that the price of the security can change dramatically over a short time period in either direction. A lower volatility means that a security's value does not fluctuate dramatically, but changes in value at a steady pace over a period of time.
An Exchange Traded Fund (ETF) is a security that tracks an index, a commodity or a basket of assets like an index fund, but trades like a stock on an exchange. ETFs experience price changes throughout the day as they are bought and sold.
The Funds engage in hedging activities by investing in inverse ETFs. Inverse ETFs may employ leverage, which magnifies the changes in the underlying stock index upon which they are based. Any strategy that includes inverse securities could cause the Fund to suffer significant losses.
ETFs are subject to specific risks, depending on the nature of the underlying strategy of the fund. These risks could include liquidity risk, sector risk, as well as risks associated with fixed income securities, real estate investments, and commodities, to name a few.
An investor's overall cost of investing in the Funds will be higher than the cost of investing directly in Underlying Fund shares, and the investor will indirectly bear fees and expenses charged by the Underlying Funds in addition to the Funds' direct fees and expenses.
The Funds may invest in smaller, less well-known companies, which may be subject to more erratic market movements than large-cap stocks, or foreign securities, which are subject to currency fluctuations and political uncertainty; and derivative securities, which may carry market, credit, and liquidity risks. These risks may result in greater share price volatility.
The Funds use quantitative models that utilize "technical" factors to attempt to identify price moves. Model results are inherently limited and subject to certain risks. Potential risks include but are not limited to data risk (including cleanliness of data), validity of assumptions, hindsight bias, incorrect model, inappropriate usage, and hardware and software bugs. While there have been periodic updates and improvements to the model, there have not been any material changes in the objectives or strategies of the model that have occurred that may affect results. The success of technical analysis depends upon the occurrence in the future of price movements. Technical systems will not be profitable and may in fact produce losses if there are no market moves of the kind the system seeks to follow. There is no assurance that any trading system will generate profits under all or any market conditions.
Foreign investing involves risks not typically associated with U.S. investments, including adverse fluctuations in foreign currency values, adverse political, social and economic developments, less liquidity, greater volatility, less developed or less efficient trading markets, political instability and differing auditing and legal standards. Investing in emerging markets imposes risks different from, or greater than, risks of investing in foreign developed countries.
Emerald Asset Advisors, LLC and Northern Lights Distributors, LLC are not affiliated. Trademark Capital Management, Inc. and Northern Lights Distributors, LLC are not affiliated.
1385-NLD-9/10/2012
Gerry Wisz
GW Communications
201-280-2816
Steve Athanassie, CFP®, AIFA®
Trademark Capital Management, Inc.
727-848-8950 x202
Medon A. Michaelides
Emerald Allocation Strategies, LLC
954-385-6492
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Datum: 18.09.2012 - 15:26 Uhr
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