Series Portfolios Trust
Series Portfolios Trust
Your view on MDAA
Overview
What the company does, where it operates, and who runs it.
About Series Portfolios Trust
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Not available
- Headquarters
- 1125 Sanctuary Parkway, Alpharetta, GA, US
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Not available
- Headquarters
- 1125 Sanctuary Parkway, Alpharetta, GA, US
MDAA aims to outperform a 60/40 global equity-bond benchmark through a dynamic allocation across global equities, fixed income, and currencies. Investments consist of large- and mid-cap stocks, bond futures, currency derivatives, and low-cost index ETFs. The fund may also hold ADRs, GDRs, IDRs, and foreign securities. The equity portfolio ranges from nearly 100% exposure during bullish markets to zero or net short positions in bearish conditions. The fixed income allocations shift according to interest rate trends, and cash holdings increase during downturns to reduce risk. Currency exposure is managed through futures and options, with gold sometimes used as a proxy. The strategy is based on a top-down macroeconomic approach that shifts assets in response to economic, sector, and earnings outlooks. The fund may also use leverage through futures to amplify tactical returns.
Infographics
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Media
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Stock Data
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Fair Value
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Financial Ratios
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Dividend Analysis
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Earnings Analysis
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Financial Statements
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Comparables
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Institutional Ownership
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Insider Trading
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Senate Trading
U.S. Senator disclosures filed under the STOCK Act.
News
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