The strategy’s investment objective is to achieve long-term growth of capital.

The strategy’s investment objective is to produce income and to provide an opportunity for growth of principal consistent with sound common stock investing.

The strategy aims to provide long-term total returns by investing in companies globally that have the potential to provide combinations of current yield and dividend growth.

The strategy aims to perform with strong defense to the 500 largest market capitalized companies by applying 4 separate but linked risk approaches. This top down Risk Management is based on Alpha Vee’s unique research on Fundamental Momentum. Market, Inflation Sector and Selection risk management is deployed in a systematic and robust investment strategy. An innovative solution to enhance large cap equity volatility while attempting to deliver solid returns.

The strategy aims to perform with strong defense to the 500 largest market capitalized companies by applying 3 separate but linked risk approaches. This top down Risk Management is based on Alpha Vee’s unique research on Fundamental Momentum. Market, Inflation Sector risk management is deployed in a systematic and robust investment strategy.

The Alpha Vee International Dynamic Risk Managed ETF only investment strategy is a cutting-edge approach designed for investors seeking a sophisticated balance of growth potential and risk mitigation. Built on the foundation of advanced financial analytics and proprietary algorithms, this strategy provides a dynamic framework that adapts to the ever-evolving global markets.

The term “SMID” is a contraction of “small and mid caps”. The listed companies with small and medium-sized capitalizations. There is no universal scale for classifying small and medium-sized capitalizations. In this case the Alpha Vee Top 5 Sector SMID Equity and Treasury bond research model seek $300M to 5Billion. SMID caps are generally less covered by analysts, less liquid, and generally more volatile in the short and medium term than large caps.

This strategy is designed for advisors seeking reliable, multi-source income with a foundation of quality and resilience, this research brings together four distinct asset classes into one streamlined strategy.

The Alpha Vee Green Infrastructure is designed to capture the accelerating global shift toward cleaner, more efficient, more sustainable mobility, energy production and transmission. Unlike narrow “EV, AI-only” approaches, this portfolio emphasizes the entire supply chain ecosystem that makes green transportation, AI and nuclear possible — from raw materials to advanced energy systems and supporting infrastructure.

The Alpha Vee US Select Growth strategy uses a systematic rules-based institutional caliber approach that seeks improved performance of the large cap segment of the US equity universe. This model includes the top 15 graded securities based on a combination of fundamental factors. Provides a convenient way to get diversified exposure to the largest U.S. stocks representing approximately the top 70% of market capitalization.