FORH Fund Description
FORH seeks long-term capital appreciation by actively managing a multi-strategy approach to providing alternative exposure, include tail hedge.
FORH Factset Analytics Insight
FORH mainly holds equity securities but pursues a broad range of investment strategies that cut across asset classes and styles. The investment process begins by identifying investment themes and market inefficiencies in order to provide uncorrelated returns to those of the broad equity and fixed income markets. Specifically the adviser considers market segments, products, and services positioned to benefit from innovative developments in commerce. Both quantitative and fundamental analysis along with valuation and technical considerations is utilized to make individual stock buy and sell decisions. The fund may also use derivates, including options and volatility-linked ETFs or ETNs, to protect against market declines.
FORH MSCI ESG Analytics Insight
Formidable ETF has an MSCI ESG Fund Rating of BBB based on a score of 4.80 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Formidable ETF ranks in the 25th percentile within its peer group and in the 5th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
FORH Portfolio Management
FORH Tax Exposures
FORH Fund Structure
FORH Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of FORH. FORH is rated a N/A out of 5.
FORH Asset Allocation
FORH Top 5 Holdings Short
FORH Performance Statistics
FORH Correlations (Daily Returns 12 Mo)
FORH MSCI ESG Ratings
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.