INVESTMENT PROCESS




ANALYZE

The Fund's investment process includes a combination of:

  • Top-down macro analysis
    Assessment of the global investment climate and determination of the allocation to each strategy.
  • Bottom-up fundamental analysis
    Due diligence on the universe of managers and selection of funds that are attractive investments within that strategy.
  • Quantitative analysis
    Consideration and analysis of factors such as manager experience, trading turnover, expense ratio, performance and risk statistics and potential tax implications.
  • Technical analysis
    Once the other evaluation methods have been completed, charting analysis is conducted to determine the best entry and exit points for a security. We also use technical analysis to assess general market conditions and trends.

ALLOCATE

We believe there is a bull in every market, and our job is to find it. The Fund's asset allocation is the result of this work

Market Segment

(1) Note: The positioning of the investment themes and styles highlighted above reflect the Adviser's outlook as of 12/31/09 and are subject to change at any time.

MONITOR

We follow with a disciplined, ongoing monitoring process. We regularly review the underlying fund investments and analyze market conditions. Our process aims to strike the best balance of current and future opportunity and risk, consistent with the Fund's objective of preservation and growth of capital. We are patient investors, but are willing to act quickly and with high conviction when conditions warrant.

monitor
An investor should consider the Fund’s investment objective, risks, charges, and expenses carefully before investing. This and other information about the EAS Genesis Fund is contained in the Fund’s prospectus, which can be obtained by calling 1-877-EAS-0757 (1-877-327-0757). Please read the prospectus carefully before investing. The Fund is distributed by Northern Lights Distributors, LLC, member FINRA/SIPC.
1039-NLD-10/13/2008