Dorsey Wright offers Separately Managed Accounts, and partners with leading firms to offer investment products that utilize DWA research and Relative Strength strategies.
Separately Managed Accounts
Our Systematic Relative Strength strategies are available as separately managed accounts. These strategies include our Aggressive, Core, Balanced, International, Global Macro, and Tactical Fixed Income strategies. All are managed using a disciplined relative strength methodology that seeks to capitalize on long-term trends. Although all of these strategies are managed using relative strength, the investment universe and model constraints differ from strategy to strategy, resulting in different risk and return profiles.
These separately managed accounts are available at over 30 firms. For details about availability at your firm and to receive fact sheets for these portfolios, please contact us.
Technical Leaders ETFs
The PowerShares DWA Technical Leaders Portfolios are based on the Dorsey Wright Technical Leaders Indexes, which select the highest relative strength companies from within their respective investment universes. Dorsey Wright provides the underlying indexes for the following fourteen funds:
- PowerShares DWA Consumer Cyclicals Momentum Portfolio (PEZ) - Index Holdings
- PowerShares DWA Consumer Staples Momentum Portfolio (PSL) - Index Holdings
- PowerShares DWA Energy Momentum Portfolio (PXI) - Index Holdings
- PowerShares DWA Financials Momentum Portfolio (PFI) - Index Holdings
- PowerShares DWA Healthcare Momentum Portfolio (PTH) - Index Holdings
- PowerShares DWA Industrials Momentum Portfolio (PRN) - Index Holdings
- PowerShares DWA Materials Momentum Portfolio (PYZ) - Index Holdings
- PowerShares DWA Technology Momentum Portfolio (PTF) - Index Holdings
- PowerShares DWA Utilities Momentum Portfolio (PUI) - Index Holdings
For additional information, see: http://www.invescopowershares.com/dwa/
Toll Free: 800-983-0903
DWA Large Cap Sector Rotation Index & Market Linked CDs (MLCD)
DWA Large Cap Sector Rotation Target Volatility 7 Index (DWASSRV)
For current index value please click here.
DWA Large Cap Sector Rotation / Holdings - Fact Sheet
DWA Large Cap Sector Rotation - Index Methodology
Market Linked CDs -
7 Year Market Linked CD Linked to DWA Large Cap Sector Rotation Target Volatility 7 Index due 11/20/2021
Arrow DWA Balanced Fund
The Arrow DWA Balanced Fund seeks to achieve an appropriate balance between long-term capital appreciation and capital preservation by investing in foreign and domestic equities, alternative assets, and fixed income. Dorsey Wright licenses the DWA Balanced Model to Arrow Funds for use in this product.
Arrow DWA Tactical Fun
The Arrow DWA Tactical Fund seeks to achieve capital appreciation by tactically allocating among foreign and domestic equities, alternative assets, and fixed income. The Arrow DWA Tactical Fund provides similar advantages to the Arrow DWA Balanced Fund, but with fewer constraints in terms of exposure to various asset classes. Dorsey Wright licenses the DWA Tactical Model to Arrow Funds for use in this product.
For more information, see: http://www.arrowfunds.com
Unit Investment Trusts
The Dorsey Wright Relative Strength Top 50 is a unit investment trust that invests in stocks selected by Dorsey Wright using our proprietary investment process and is designed to be held over the fixed 15 month term of the trust. The trust is constructed as an equally weighted portfolio of high relative strength securities. The overall sector weighting is designed to be close to that of the current market weights. The initial universe is that of the S&P 900, which combines both the S&P Large Cap 500 and Mid Cap 400 inventories. This unit investment trust seeks above-average capital appreciation.
The Dorsey Wright Relative Strength Dividend is a unit investment trust that invests in stocks selected by Dorsey Wright using our proprietary investment process and is designed to be held over the fixed 15 month term of the trust. The trust seeks above-average total return through a combination of capital appreciation and dividend income by investing in a portfolio of companies selected by Dorsey, Wright & Associates using a comprehensive evaluation process.
For more information, see: http://www.ftportfolios.com/