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
Important Risk Information
Mutual Funds involve risk including the possible loss of principal. Investors should carefully consider the investment objectives, risks, charges and expenses of the Acclivity Funds. This and other important information about the Funds is contained in the prospectus, which can be obtained by calling 855.873.3837. The prospectus should be read carefully before investing. The Acclivity Funds are distributed by Northern Lights Distributors, LLC a FINRA/SIPC member. Acclivity Investment Research is a division of Innealta Capital, LLC. Innealta Capital, LLC is not affiliated with Northern Lights Distributors, LLC.
Mutual Funds involve risk including the possible loss of principal. Investors should carefully consider the investment objectives, risks, charges and expenses of the Acclivity Funds. This and other important information about the Funds is contained in the prospectus, which can be obtained by calling 855.873.3837. The prospectus should be read carefully before investing. The Acclivity Funds are distributed by Northern Lights Distributors, LLC a FINRA/SIPC member. Acclivity Investment Research is a division of Innealta Capital, LLC. Innealta Capital, LLC is not affiliated with Northern Lights Distributors, LLC.
There is no guarantee that the Funds’ objectives will be achieved. Investing involves risk. Principal loss is possible. Diversification does not assure a profit or protect against loss in a declining market. Investment Products: -Not FDIC Insured -May Lose Value -Not Bank Guaranteed
The information presented in this Website is provided for general informational purposes only and this Website does not constitute an offer, solicitation or recommendation to sell or an offer to buy any securities, investment products or investment advisory services. The information in this Website is not intended to provide, and should not be relied upon for, accounting, legal, tax advice or investment recommendations. Each user is encouraged to consult with its own tax, legal, accounting, financial and/or other advisors regarding the information and matters contained in this Website. Acclivity Investment Research, LLC (“Acclivity”) does not represent that any securities, financial instruments, products or services are suitable or appropriate for all clients or investors. Decisions based on information contained on this Website are the sole responsibility of the user.
Past performance is not necessarily a reliable indicator of future performance. Investments are subject to a wide variety of risks and considerations.
CONTACT US
Whether you are a current client with questions about your portfolio or are a prospective client interested in speaking with a consultant, we encourage you to contact us at the phone number and email provided below or the contact form on the right.
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Acclivity Mutual Funds
Diversified by Syntax
Acclivity Investment Research collaborates with Syntax Advisors to diversify the business risk within its investment strategies. Syntax’s proprietary business classification system aims to capture the full range of economic activities in order to minimize business concentration risks. Syntax is not affiliated with Northen Lights Distributors, LLC.
Small Cap Value Fund
Strategy provides diversified exposure to the smallest and lowest relative priced securities in the US equity market. Within its universe, the strategy focuses on securities with strong price momentum.
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.
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 Investment Committee’s assessment of the risk-reward characteristics of these markets compared to fixed income. 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.
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).