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LGH is a rules-based large-cap U.S. equity strategy that tries to beat the S&P 500 by dynamically shifting between stocks and short-term Treasury bills based on market trend signals. When the model sees rising risk, it can move from 100% equities to a 50/50 mix, or fully into 1–3 month T-bills; when trends look strong, it can push equity exposure above 100% (around 120%) using leveraged ETFs and/or derivatives.
This fund owns a mix of big U.S. stocks and very short-term U.S. Treasury bills, and it changes that mix depending on what its model thinks the market is doing. Sometimes it may even “step on the gas” and hold more than 100% stock exposure using leveraged ETFs or derivatives.
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Breakdown of LGH by sector weightings (%)
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