The fund pursues its investment objective by implementing a managed futures and fixed income strategy. The fund seeks to provide exposure to a wide range of global futures markets through the DUNN Capital World Monetary & Agricultural (WMA) Program.
- Access to DUNN Capital, an industry leading CTA with more than 40 years of history
- An alternative to "long-only" commodity funds
- Historically low correlation to traditional assets, such as stocks and bonds
- An alternative to illiquid private managed futures or CTA funds
Arrow Managed Futures Strategy Fund is a mutual fund that provides exposure to the global futures market through exposure through the World Monetary & Agriculture (WMA) Program, a systematic trading program by DUNN Capital Management, LLC. Managed Futures strategies may appeal to investors seeking portfolio diversification, exposure to non-traditional assets, such as commodities and currencies, and access to directional trading strategies. Managed futures are known for their historically low correlation to traditional assets, which make them a potential portfolio diversification tool. With the ability to go long or short, the fund attempts to capture the economic benefit derived from sustained trends (either rising or declining) across multiple futures markets. Some of the key strategy characteristics of the fund are:
|Diversification||Exposure to more than 50 components|
|Source of Returns||Directional, trend following|
|Correlation||Low historical correlation to stocks and bonds|
There is no assurance that the fund will achieve its investment objectives.
About DUNN Capital Management, LLC
Founded in 1974, DUNN Capital Management, LLC is a Commodity Trading Advisor (CTA) with a long, rich history of experience and performance. DUNN uses a fully quantitative and systematic approach to extract profits from up or down markets in order to seek a return stream that exhibits very low correlation with other investments, such as stocks, bonds, real estate, or hedge fund assets.
DUNN’s flagship World Monetary & Agriculture (WMA) Program has a track record that spans over 30 years, which serves at the core of the mutual fund’s investment strategy.The DUNN WMA program primarily follows a systematic, trend following strategy encompassing a portfolio of more than 50 components across financial and commodity futures.
|Commodities||Currencies||Debt Futures||Equity Futures|
Australian 3 Year
Australian 10 Year
U.S. 2 Year
U.S. 5 Year
U.S. 10 Year
|ASX SPI 200|
The strategy may provide exposure to some or all of the above components, including others not listed.
Components are subject to change at the manager’s discretion.