Day Hagan/Ned Davis Research
Smart Sector® Fixed Income
The Day Hagan / Ned Davis Research Smart Sector Fixed Income strategy is actively managed using proprietary models co-developed with Ned Davis Research (NDR). The strategy seeks to achieve its investment objectives of total return, consisting of income and capital appreciation, by investing in unaffiliated fixed-income exchange-traded funds (ETFs) that invest in fixed-income categories.
These fixed-income categories include:
U.S. investment-grade corporate
U.S. long-term treasury
U.S. mortgage-backed securities
International investment-grade bonds
U.S. treasury inflation-protected securities
U.S. high-yield bonds
Emerging market bonds
U.S. floating rate notes
U.S. cash
The strategy utilizes the Ned Davis Fixed Income Models developed by NDR to determine its allocation to each Category. The models combine macroeconomic, behavioral, credit, currency, and technical indicators (among others), which evaluate the relative attractiveness of underlying ETFs across Categories, reallocate assets from Categories with unfavorable characteristics to areas providing the greatest opportunities and seek to protect capital by lowering duration and reducing credit risk during weak economic environments.
Executive Team
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended by the adviser) will be profitable or equal to past performance levels. All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions, or withdrawals may materially alter the performance, strategy, and results of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's investment portfolio. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio, and there are no assurances that it will match or outperform any particular benchmark.
This model was developed in conjunction with Ned Davis Research.
Day Hagan Asset Management is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Asset allocation and diversification do not ensure or guarantee better performance and cannot eliminate the risk of investment losses.