The investment seeks long-term capital appreciation by realizing gains during periods of rising and declining markets. The fund applies proprietary methodologies to take advantage of potential short-term, intermediate term and long-term moves that seem to play out in various markets - the fund's investment advisor refers to this management approach as Trend Following. In implementing this Trend Following, it will invest in exchange traded funds (ETFs) which represent various major indices. These indices include: U.S. and overseas equity markets; U.S. fixed income markets; broad commodity indices; and, various currency indices. The fund is non-diversified.
Fund filings (PDF) »
Douglas Stewart (Started: Feb 12, 2009)
Joseph McDonald (Started: Feb 12, 2009)
# Contact ?>
World Funds, 1500 Forest Avenue, Suite 223, Richmond, VA 23229, United States