Nasdaq Dorsey Wright Separately & Unified Managed Accounts

Our rules-based portfolios offer a systematic approach to investing

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Today, advisory firms and advisors alike face an important decision whether to manage client investments in-house or outsource parts of the portfolio management process to a third party.

Perspective on International Relative Strength Strategies

Why Relative Strength / Technical Analysis

We believe an investor should have a systematic investment strategy in place to capitalize on the opportunities in the financial markets. Relative strength is a technical analysis indicator / investment factor upon which each of our portfolios is built on to offer such an approach to investing.

We rely on relative strength to manage portfolios because of its adaptive nature and its long-term track record. Relative strength is simple in concept, yet powerful in application. Relative strength is simply the comparison of price performance within a universe of securities.

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Our strategies can be accessed on the following Managed Account platforms.

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Nasdaq Dorsey Wright Managed Accounts

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Meet Your Portfolio Management Team:

John Lewis

"One of the biggest things we see over time is the fact that you need to be uncomfortable at times in order to outperform."

John Lewis, CMT/Senior Portfolio Manager Q&A with John Lewis on Momentum
Andy Hyer

As advisors increasingly look for ways to become more efficient in their practice, outsourcing the portfolio management aspect of their business has become more and more commonplace.

Andy Hyer, CFP®, CIMA®, CMT / Client Portfolio Manager #TradeTalks: Advisors are Turning to SMAs @ENVSummit

Leverage Relative Strength

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    Different Portfolios for Different Objectives

    Our Relative Strength portfolios offer a systematic approach to investing

    • Aggressive

      This Mid and Large Cap U.S. equity strategy seeks to achieve long-term capital appreciation. It invests in securities that demonstrate powerful relative strength characteristics and requires that the securities maintain strong relative strength in order to remain in the portfolio.

    • Core

      This Mid and Large Cap U.S. equity strategy seeks to achieve long-term capital appreciation. This portfolio invests in securities that demonstrate powerful relative strength characteristics and requires that the securities maintain strong relative strength in order to remain in the portfolio. This strategy tends to have lower turnover and higher tax efficiency than our Aggressive strategy.

    • ESG Core

      This strategy is focused on capital appreciation through exposure to companies in the Mid and Large Cap U.S. equity space that have positive ESG characteristics. This ESG portfolio invests in securities that demonstrate powerful relative strength characteristics and requires that the securities maintain strong relative strength in order to remain in the portfolio.

    • Growth

      This Mid and Large Cap U.S. equity strategy seeks to achieve long-term capital appreciation with some degree of risk mitigation. This portfolio invests in securities that demonstrate powerful relative strength characteristics and requires that the securities maintain strong relative strength in order to remain in the portfolio. This portfolio also has an equity exposure overlay that, when activated, allows the account to hold up to 50% cash if necessary.

    • International

      This All-Cap International equity strategy seeks to achieve long-term capital appreciation through a portfolio of international companies in both developed and emerging markets. This portfolio invests in those securities with powerful relative strength characteristics and requires that the securities maintain strong relative strength in order to remain in the portfolio. Exposure to international markets is achieved through American Depository Receipts (ADRs).

    • Global Macro

      This global tactical asset allocation strategy seeks to achieve meaningful risk diversification and investment returns. The strategy invests across multiple asset classes: Domestic Equities (long & inverse), International Equities (long & inverse), Fixed Income, Real Estate, Currencies, and Commodities. Exposure to each of these areas is achieved through exchange-traded funds (ETFs).

    • Balanced

      This strategy includes equities from our Core strategy (see above) and high-quality U.S. fixed income in approximately a 60% equity / 40% fixed income mix. This strategy seeks to provide long-term capital appreciation and income with moderate volatility.

    • Tactical Fixed Income

      This strategy seeks to provide current income and strong risk-adjusted fixed income returns. The strategy invests across multiple sectors of the fixed income market: U.S. government bonds, investment grade corporate bonds, high yield bonds, Treasury inflation protected securities (TIPS), convertible bonds, and international bonds. Exposure to each of these areas is achieved through exchange-traded funds (ETFs).

    Key Benefits

    Systematic and Rules-Based

    NDW Systematic Relative Strength strategies are available today as separately managed accounts (SMAs). All SMAs are managed using a disciplined approach that seeks to capitalize on long-term trends.

    Different Strategies for Different Investment Objectives

    Relative Strength is adaptive nature and its long-term track record, and it is the investment factor upon which each of our portfolios is built.

    Widespread Availability

    Our strategies can be accessed on many of the most popular Managed Account Platforms.

    Related Information

    Resource Center

    • Sector Rotation White Paper

      Research Paper

      Sector Rotation White Paper

      White Paper: The Ups and Downs of Sector

      Data is currently not available
    • Systematic Relative Strength Performance Report

      Research Paper

      Systematic Relative Strength Performance Report

      White Paper: Systematic Relative Strength Performance Report

      Data is currently not available
    • NDW Terms of Use/Disclosures Download

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