LSEQ yields 1.84% · SCHD yields 3.46%● Live data
📍 SCHD pulled ahead of the other in Year 1
Combined, LSEQ + SCHD cover 0 of 12 months — good coverage
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LSEQ is the first known hedge fund to ETF conversion in the industry. The fund aims to optimize returns while managing risk amid evolving market conditions by balancing long and short positions in US large and mid-cap stocks. The fund utilizes a multifactor model for long positions and a dedicated short model to identify potential underperformers. The approach is a proprietary macroeconomic regime model, which classifies market environments into value, neutral, or momentum regimes. This model determines gross and net exposure levels, value, quality, profitability, and momentum. Industry group selection is based on perceived alpha opportunities, focusing on sectors exhibiting the highest return dispersion. To manage risk, the fund maintains long and short exposures to counteract downside tail risk, gauged by the Sortino ratio. Investments may include T-bills, derivatives, limited foreign exposure, and reverse repurchase agreements. LSEQ started with $3.64 million in net assets.
Full LSEQ Calculator →The fund’s goal is to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Dividend 100 Index.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.