Upcoming Chapter Meeting: AAII Houston


Date: Saturday, January 19, 2013
Topic: Strategies Tracking the AlphaSector Series of Indexes
Speaker: Jason Morton and Dennis Follmer, Managing Director, Shamrock Asset Management and Senior Vice President, F-Squared Investments

The AlphaSector Premium index, managed by F-Squared Investments, has built a powerful long-term track record by utilizing a unique investment approach that seeks to avoid losses. This novel approach to the market has resulted in a rare double benefit: repeatable outperformance coupled with structurally lower market risk. Since its inception in April 2001, the index has outperformed the S&P 500 308% to 55% (outperformance of 6.1% per annum), with a relative standard deviation 34% less than the S&P 500. F-Squared’s AlphaSector Premium index is an “active index” constructed from exchange-traded funds (ETFs) that track the primary sectors of the S&P 500 plus a short-term Treasury ETF.

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