Innealta Capital

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--> Innealta Funds | Quantitative Investment Solutions top of page Close The Dynamic Opportunity Fund Series Actively managed balanced investment strategies designed to take advantage of equity and fixed-income markets opportunities, while seeking to maintain rigorous risk-reward controls We believe our holistic investment approach gives us a durable competitive advantage which may allow our strategies to exhibit superior risk-reward characteristics throughout the business-cycle. Corporate Fundamentals Financial statement metrics (e.g., earnings, profitability, dividends, investments). Macroeconomics Financial health variables (e.g., monetary policy, inflation, interest rates, GDP growth). Behavioral Investor sentiment proxies (e.g., price momentum, moving averages, short-selling, flows). Dynamic U.S. Opportunity Fund ​ The fund considers investments across 11 U.S. sector equity markets and their corresponding sub-sectors. This consideration is based on our Investment Committee s assessment of the risk-reward characteristics of these markets compared to fixed income or other asset classes. When the outlook for the equity markets is less favorable, the fund will instead invest in a portfolio of fixed income and other asset classes that offer a more favorable risk-reward outlook. LEARN MORE Dynamic International Opportunity Fund The fund considers investments across more than 40 country equity markets, including over 20 emerging markets. This consideration is based on our Inves

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