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Rational Dynamic Brands Fund (HSUTX) Awarded 5-Star Morningstar Rating

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Rational Dynamic Brands Fund (HSUTX) Awarded 5-Star Morningstar Rating

April 14
01:33 2021

Accuvest Global Advisors is proud to announce that multiple portfolios in our Alpha Brands® suite of equity strategies have won recent awards.  Accuvest’s Dynamic Brands and Core Brands separate accounts won over 10 combined awards from PSN in their Top Gun categories (as of 12/31/20).   As of 2/28/21, the Rational Dynamic Brands fund (Ticker: HSUTX), was awarded a 5-star Morningstar Rating, as well as an Investors Choice “Best Equity Fund <$100M in assets” award. Accuvest serves as the sub-advisor to the Rational Dynamic Brands Fund. 

The Dynamic Brands strategy is anchored to a timeless and commonsense theme: Global Household Consumption. Accuvest believes that this $44 trillion a year investment opportunity is so large and predictable that it warrants a dedicated place in a portfolio. By investing in the most relevant consumer-facing brands and giving ourselves maximum flexibility to adapt to changing market conditions, we have been able to deliver significant outperformance for our clients.  

“We are thrilled to receive a 5-star Morningstar rating” said David Garff, President and CIO of Accuvest.  “Since we took over the Dynamic Brands fund in October 2017, our team has worked tirelessly to deliver something unique in the marketplace.  Combining our proprietary Brand Relevancy scoring system with deep sector and factor analysis, we have been able to achieve excellent results for our investors.  As we move forward, we feel it will be critical to continue being precise in our exposures, and flexible in our risk-taking.” 

The Alpha Brands® suite of equity strategies pull from a proprietary Index called The Alpha Brands Consumer Spending Index. The Index tracks the top 200, most relevant Brands by identifying growth and innovation leaders across 70+ consumer-facing industries. The Dynamic Brands Equity Strategy is an actively managed and focused portfolio of the brands best suited for the current macro environment.   

“We continue to be amazed that investors are chronically underweight the single most important driver of every major economy, consumption.  In the consumption economy, companies that own strong brands tend to have better financial metrics which, in aggregate, tend to be great predictors of strong stock performance.” said Eric Clark, Portfolio Manager.  “Our very ambitious goal is to outperform the market over rolling 3-year periods on an absolute and risk-adjusted basis. By watching the macro environment and anchoring our portfolio to companies that own strong brands, we try to tilt the odds of success in our favor.” 

About Accuvest Global Advisors:

Accuvest Global Advisors helps a U.S. and International client base of institutions, financial advisors, and high net worth investors in carefully navigating complex global capital markets.  

We are an SEC registered advisor offering a wide range of investment solutions through an innovative, global investment philosophy. Our discretionary portfolios include global equity ETF portfolios in the Country First® suite of products, equity portfolios in the Alpha Brands® suite of products, short-duration portfolios, as well as custom completion portfolios.  Awards listings, rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Accuvest Global to provide investment advisory services, nor should it be construed as a current or past endorsement of Accuvest by any of its clients. Awards listings, rankings and/or recognition published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized advisor.

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City: Walnut Creek
State: California
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