Anfield U.S. Equity Sector Rotation ETF
Listed December 17, 2019
The Anfield U.S. Equity Sector Rotation ETF (the Sector Rotation ETF or the Fund) seeks to outperform traditional large-cap equity indices and styles over full market cycles by investing in various sectors of the equity market. The Fund is an actively managed exchange traded fund (ETF) that normally invests at least 80% of its net assets, including any borrowings for investment purposes, in a diversified portfolio of ETFs (Underlying Funds) that each invest at least 80% of their assets in U.S. equity securities. The Fund is not managed relative to an index and has broad flexibility to allocate its assets across different types of securities and sectors of the U.S. equity markets. The Fund defines equity securities to include ETFs that invest primarily in equity securities, such as common and preferred stocks. The Fund will invest primarily in large capitalization issuers, although its assets may be invested in securities of any market capitalization. Based on the Sub-Advisers tactical investment style, the Fund will invest in Underlying Funds based on the Sub-Advisers macroeconomic and asset cycle investing methodology that determines the rank order of equity sectors, and then makes periodic shifts to i) capitalize on market opportunities, or ii) avoid market declines. The Fund expects to hold between eight to ten Underlying Funds at any given time. The core of the Funds portfolio will be comprised of a combination of the 11 main industry sectors that make up the S&P 500 Index, although additional positions may be included in the Funds securities. Over- and under-weights of industry sectors are determined by the overall market and sector outlook. The Fund is generally rebalanced and adjusted on a quarterly basis, or when changing conditions warrant an adjustment.
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About Regents Park Funds
Regents Park Funds (RPF), LLC is a privately owned registered investment adviser headquartered in Newport Beach, California. An affiliate of the Anfield Group, RPF was established to advise the formation and management of mutual and Exchange-Traded Funds in concert with both emerging and established managers and sub-advisers seeking entry to the mutual fund, ETF and LP markets. Regents Park advises, sponsors, creates, markets and distributes its own family of funds as well as investments offered by affiliated advisers.
Regents Park boasts a 17-member team with over 300 years combined experience in fund design, management, compliance, marketing and distribution. With offices in seven states, RPF’s senior executive team has a shared history at many top investment firms worldwide including PIMCO, Bear Stearns, Jeffries, Morgan Stanley, Merrill Lynch, Fidelity, W.P. Carey and Griffin Capital.
Founded with the vision of combining institutional quality investment management and control, characterized by seeking outperformance and enlightened risk control, with consultative solutions-orientated client service.
The Regents Park team believes the same long-term results oriented, disciplined and creative investment management employed for the world’s largest institutional clients can and should be made available to a broader range of institutional, family office and private clients.
RPF parent, Anfield currently serves as the advisor to the Anfield Universal Fixed Income Fund (AFLIX) and the Affinity Small Cap Equity Fund (AISQX) and is responsible for the operation, management and sub-advisor supervision of each. Anfield Capital Management, LLC is a registered investment advisor and is privately held by a number of employees, partners and its board. As an independently owned firm, Anfield is always focused on putting client interests first.
The Anfield Universal Fixed Income fund seeks a blend of income and capital appreciation. The Fund is not managed relative to an index and has broad flexibility to allocate across different security types, countries, currencies, sectors and maturities to pursue the most compelling yield and total return opportunities. The fund has a four-star ranking from Morningstar.