RQSI’s award-winning systematic global macro strategy can now be accessed through LPL Financial platforms. RQSI GAA Systematic Global Macro Fund, the firm’s mutual fund offering, was added to the platform in May 2021 in both Institutional and Retail share class offerings ($RQSGX, $RQSRX). The fund provides investment advisors with a liquid alternative strategy with expected little or no correlation to traditional asset classes.

The GAA Systematic Global Macro program is a purely systematic, global futures strategy engineered to provide multiple benefits to investors:

  • Broad asset exposure, both long and short with extensive portfolio drivers. The strategy trades an investment universe of 60+ futures contracts across global Equity indices, Global fixed income, Commodities, and G7 currencies. Its diversified trading strategy includes a variety of Econometric, Technical, and Relative Value approaches across different timeframes, resulting in dynamic portfolio exposures across and within all traded assets.
  • Attractive returns with negative Equity beta. In Fall 2020, RQSI reoriented its mutual fund by adding commodity exposure and removing all directional long Equity exposure while retaining short-oriented Equity signals. As a result, the product maintains its return potential in more risk-on market environments while offering increased diversification to portfolios with significant Equity beta.
  • Alternative to anemic bond yields. Fixed income allocations have become increasingly unsafe. With current yields at historical lows and uncertain inflation outlook, investors may need a reliable hedge for their portfolios; the RQSI GAA Systematic Global Macro Fund can fill that purpose.

“In the fall of 2020, we pivoted the underlying strategy of this product in a substantial way to design it to provide complementarity and diversification to the investment portfolios of families and individuals,” said Neil Ramsey, CEO of RQSI.

“It's only been a few months since the change, but the results have been what we intended thus far. Since November 16 when we fully implemented the changes through May 19, the Fund is up 9.4% in the RQSGX Institutional Share class with less than 20% daily correlation to the SP500. The SP500 is up 14.4% in this period, so we're proud to be able to produce solid returns when our strategy only takes net short signals in Equities. We are very excited to offer this product to investors across LPL's broad network”

Past performance is no guarantee of future results. The performance data quoted is past performance. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost and current performance may be lower or higher than performance quotes.

For performance data current to the most recent month end, please call 1-844-445-RQSI. For more information about RQSI GAA Systematic Global Macro Fund, please consult your LPL Financial broker or visit www.rqsifunds.com.

About RQSI
Ramsey Quantitative Systems, Inc. (RQSI) is a quantitative asset management firm headquartered in Louisville, Kentucky. Founded in 1986 by Neil Ramsey, RQSI has been a pioneer in systematic trading for over 34 years. RQSI’s investment strategies have earned numerous accolades including a 2019 win for Best Systematic Macro Fund at the HFM Global CTA Intelligence Awards. For more information about RQSI and its approach to investing, please visit www.rqsi.com.

About LPL Financial
LPL Financial is a leader in the retail financial advice market, the nation’s largest independent broker/dealer and a leading custodian (or provider of custodial services) to RIAs. LPL serves independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.

To determine if this Fund is an appropriate investment for you, carefully consider the Fund’s investment objectives, risk factors, charges, and expenses before investing. This and other information can be found in the Fund’s prospectus, which may be obtained by calling 1-844-445-RQSI (7774). Read the prospectus carefully before investing or sending money.

Mutual fund investing involves risk, including possible loss of principal.

The RQSI GAA Systematic Global Macro Fund is distributed by SEI Investments Distribution Co. (SIDCO, 1 Freedom Valley Dr. Oaks, PA 19456), which is not affiliated with Ramsey Quantitative Systems, Inc. or any of its affiliates.