All-Weather Sector Rotation Fund

  • Investor Class – QAWSX

  • Institutional Class – QAISX

The Fund seeks long-term capital appreciation by applying the Adviser’s quantitative investment ranking process to a universe of sector, subsector, and fixed income issues. By systematically shifting out of underperforming investments and into outperforming investments, the Adviser attempts to adapt to changing market conditions. The Q3 All-Weather Sector Rotation Fund maintains the ability to overweight fixed income positions when equity markets display signs of weakness.

Prospectus Documents

All-Weather Tactical Fund

  • Investor Class – QAWTX

  • Institutional Class – QAITX

  • C Share Class – QACTX

The Fund attempts to take advantage of both bull and bear markets by tactically allocating between strategic equity and fixed income positions. Looking to capitalize on the non-correlation between equities and bonds, the Fund attempts to assess which asset class will provide the best opportunity in light of prevailing market conditions. When the equity markets become indecisive, the All-Weather Tactical Fund may rotate into bonds in an effort to take advantage of either rising or falling interest rates.

Prospectus Documents
Fund Fact Sheet
Fund Fact Sheet

Ready to Talk