just now
trademakers is pleased to announce the launch of Risk-Managed Large Cap Top 5 Sector Equities (LCEUSD), a new fractionalised investment strategy designed to deliver resilient performance with a strong emphasis on downside protection across large-cap U.S. equities.
LCEUSD targets opportunities within the 500 largest market capitalisation companies, applying a disciplined, top-down investment framework rooted in proprietary Fundamental Momentum research. The strategy is engineered to navigate varying market environments by systematically managing risk across multiple dimensions, including macroeconomic conditions, inflation dynamics, sector allocation, and individual security selection.
At the core of the strategy is a dynamic sector allocation process. A proprietary model evaluates all ten major sectors and identifies the top five sectors based on forward-looking fundamental momentum signals. Within these selected sectors, securities are chosen using a robust set of fundamental criteria, ensuring high-quality portfolio construction. The model is reassessed and rebalanced on a quarterly (90-day) cycle, maintaining alignment with evolving market conditions.
The portfolio typically comprises approximately 50 equity positions, complemented by a bond ETF allocation to enhance risk-adjusted returns. Importantly, the strategy incorporates a defensive overlay, with the flexibility to transition entirely into fixed income—via a single bond ETF—during periods of heightened market stress or adverse signals.
Adam Hill, Co-CEO at JP Fund Services
Adam Hill, Co-CEO at JP Fund Services, commented:
“LCEUSD provides investors with a structured and time-tested approach to U.S. equities, combining robustness with adaptability. In collaboration with trademakers, we are pleased to expand access to institutional-quality, fractionalised investment solutions for a broader investor base.”
With the introduction of LCEUSD, trademakers continues to strengthen its suite of systematic strategies, delivering institutional-grade portfolio construction, disciplined risk management, and differentiated access to equity markets.
