PSTR pursues favorable returns by continuously evaluating economic, political, and market conditions to identify opportunities and mitigate potential declines. Portfolio allocation is based on forecasting methods, incorporating sector analysis and top-down macroeconomic indicators like key industry drivers, financial metrics, and return forecasts. Additionally, bottom-up fundamental analysis of individual securities is also part of the approach. While it maintains core investments in sectors represented in the S&P 500, it periodically shifts selection and weighting towards sectors across the broader domestic market. The strategy is intended to capitalize on the potential alpha arising from variations between sector allocations and the broad market. To further enhance returns and generate income, it utilizes a covered call option writing strategy. The fund may engage in active and frequent trading. Investments may include equity ETFs and derivatives.

Asset class

Equity

Issuer

Peak

Domicile

US

Inception date

Apr 30, 2024

ISIN

US66538F1407