The All Seasons Fund (UNAVX): Utilizing Behavioral Finance in Search of Alpha – USA Mutuals Advisors – 6.9.23

Overview:
Title: The All Seasons Fund (UNAVX): Utilizing Behavioral Finance in Search of Alpha
Date: Friday, June 9, 2023
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand

Financial markets in 2022 exposed the reliance on uncertain diversifiers as a means to offset equity risk. Both equities and bonds suffered large losses in the same year with high correlation.

USA Mutuals presents the All Seasons Fund (symbol: UNAVX) that benefits from the behavioral herding dynamics of market participants. These dynamics share similarities to many social and physical phenomena, from earthquakes to traffic jams. The fund seeks to exploit these dynamics to offer positive performance with relatively modest drawdowns independent of equity and bond returns.

  • Why behavioral finance offers trading strategies with persistent features.
  • How the fund uses trading instruments that are both liquid and tax-efficient to achieve its goals.
  • Why now is the time to invest in a fund focused on absolute return.
  • How our research guides a systematically disciplined fund strategy.

Speaker:
Paul Strehle Paul Strehle President and Portfolio Manager USA Mutuals Advisors, Inc

Mr. Paul Strehle serves as a President and Portfolio Manager at USA Mutuals Advisors, Inc. Previously, Mr. Strehle was a Principal at the Carlyle Group on the quantitative market strategies team and was lead portfolio manager of a Hedge Fund. In addition, Mr. Strehle started his career as an options trader and portfolio manager at Goldman Sachs as a member of the Chicago Board Options Exchange (CBOE), the Pacific Exchange (PCX), the International Securities Exchange (ISE), Deustche Borse (DTB), Swedish OM exchange (OMX), and the Swiss Exchange (SMX). He was also Global Head of Solutions at RTS Realtime Systems (a Bloomberg company) and served on the firm’s management board. Mr. Strehle graduated from Lawrence University.
The USA MUTUALS Funds are offered only to United States residents, and information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of any USA MUTUALS Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction. Please refer to the prospectus for important information about the investment company including objectives, risks, charges and expenses. Read and consider it carefully before investing. You may also obtain a hardcopy of the prospectus by calling 866.264.8783.

Mutual fund investing involves risk; principal loss is possible. The risks associated with an investment in a Fund can increase during times of significant market volatility. Remember, in addition to possibly not achieving your investment goals, you could lose all or a portion of your investment in the Fund over long or even short periods of time. Certain stocks selected for a Fund’s portfolio may decline in value more than the overall stock market. Investments are subject to market risk, which may cause the value of the Fund’s investment to decline. Common stocks are susceptible to general stock market fluctuations and to volatile increases and decreases in value as market confidence in and perceptions of their issuers change. Investment strategies employed for a Fund may not result in an increase in the value of your investment or in overall performance equal to other investments. The Funds may use leverage, invest in derivatives and sell securities short. Leveraging may exaggerate the effect on net asset value of any increase or decrease in the market value of a Fund’s portfolio. Investing in derivatives may subject the Fund to losses if the derivatives do not perform as expected. Short sales involve selling a security that a Fund borrows and does not own. Short sales carry significant risk, including the risk of loss if the value of a security sold short increases prior to the scheduled delivery date, since a Fund must pay more for the security than it has received from the purchaser in the short sale. Futures contracts are subject to the same risks as the underlying investments that they represent, but also may involve risks different from, and possibly greater than, the risks associated with investing directly in the underlying investments. The Funds may invest in foreign securities which involve greater volatility and political, economic, and currency risks and differences in accounting methods. This risk increases with emerging markets. Small and mid-size companies involve additional risks such as limited liquidity and greater volatility.

The USA Mutuals Funds are distributed by Northern Lights Distributors, LLC, member FINRA/SIPC. Northern Lights Distributors, LLC and USA Mutuals Advisors, Inc. are not affiliated.

Past performance does not guarantee future results.