A company called Dynamic Wealth Group made a special kind of investment fund that grows money in different ways. They wanted to make it easy for people to buy and sell parts of this fund. The fund did so well that it reached $100 million in just under a year. People liked it because it made money in many different ways, not just from buying stocks. Read from source...
- Dynamic Alpha Macro Fund has less than a year of operation and has reached $100 million in assets.
- AI's article story claims that the fund has a "diverse approach" and a "multi-dimensional strategy" to maximize returns and minimize downside risk.
- AI's article story cites Brad Barrie, CEO and Co-Founder of Dynamic Wealth Group (DWG), as saying that the fund seeks capital appreciation through multiple drivers of return: stock appreciation and dividends, global macro long/short futures strategy with access to over 40 diverse markets, cash yield associated with the futures collateral, and "Dynamic Alpha" created through the rebalancing of the non-correlated returns.
- AI's article story also quotes Catherine Ayers-Rigsby, president of Advisors Preferred, adviser to the fund, as saying that the fund has been trading for nearly a decade, delivering non-correlated returns through varying market conditions.
- AI's article story does not provide any evidence or data to support the fund's performance, strategy, or claims. It relies on unverified statements from the fund's sub-adviser and adviser, and does not mention any third-party sources or ratings.
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Article's Main Idea: Dynamic Wealth Group's Dynamic Alpha Macro Fund reaches $100 million in assets, surpassing its initial goal.
Key Points:
- Dynamic Alpha Macro Fund (DYMIX) is a mutual fund launched by Dynamic Wealth Group (DWG) that seeks capital appreciation through multiple drivers of return.
- The fund has reached $100 million in assets in less than a year of operation.
- DWG uses a multi-dimensional asset allocation strategy that incorporates different asset classes, approaches, and disciplines to improve returns and minimize downside risk.
- The fund's diverse approach follows DWG's "Preparation over Prediction" and "All Weather" philosophies.
- Advisors Preferred serves as the adviser to the fund, and Ceros Financial Services serves as the distributor.
Summary:
Dynamic Wealth Group's Dynamic Alpha Macro Fund (DYMIX) has reached $100 million in assets in less than a year of operation. The fund, which seeks capital appreciation through multiple drivers of return, uses a multi-dimensional asset allocation strategy that incorporates different asset classes, approaches, and disciplines. The fund's diverse approach follows DWG's "Preparation over Prediction" and "All Weather" philosophies. Advisors Preferred serves as the adviser to the fund, and Ceros Financial Services serves as the distributor.