Macro-Thematic Trend

Macro-Thematic Trend is an alternative investment that looks to achieve strong returns over time through capital appreciation. The portfolio can be 100% long (in the direction of the market), 100% short (inverse of the market), or anywhere in between. Macro-Thematic Trend incorporates two main strategies in an effort to achieve this objective – trading broad market trends (Macro) and identifying timely opportunities (Thematic). Due to the unique nature of this strategy, including the ability to invest beyond stocks and bonds and to position inversely against markets at times, the Macro-Thematic Trend strategy is considered an alternative investment and should take on a satellite or diversifying role in an investor’s overall portfolio.