Why Invest in ACCU?

• For an Alpha-Seeking Global Equity Allocation - ACCU seeks to generate alpha above all global benchmarks.
• To Minimize Individual Security Risk - By using single-country ETFs, ACCU’s portfolio is constructed to minimize individual security risk while providing an investor diversified exposure to a country’s equity market.
• For Cost Savings - By purchasing ETFs on the U.S. market, investors may realize significant savings over buying 2,000 individual securities on 30 local exchanges. ETFs represent very large aggregate portfolios and thus minimize the custody, reporting and transactions costs of operating in the local markets. (ETFs are subject to commission costs each time you buy or sell.)
• For an Innovative Way to Invest Globally - The Portfolio Manager, an early adopter of top-down country investment strategies, offers investors, through their proprietary country ranking model, an innovative way to invest globally. Instead of focusing on a single set of factors, the Portfolio Manager uses a broad range of factors in the following distinct groups: Valuation, Risk, Fundamental, and Momentum. This multi-factor model may minimize risk during times of extended market moves in one direction or another.

About the Portfolio Managers

David Garff, CIMA – President & Portfolio Manager
David heads the Investment Committee, Portfolio Management and Research teams at Accuvest. His responsibilities include oversight of the firm’s asset allocation process, CST investment strategy, country selection model and hedge fund of funds portfolios. He began his investment career in 1992 with Merrill Lynch, and then spent 10 years as a consultant with Smith Barney. David graduated with a B.A. in Economics and Spanish Translation from Brigham Young University, and a Masters Degree in Business Administration, with a concentration in Finance, from the Haas School of Business at the University of California, Berkeley. He earned the Certified Investment Management Analyst designation as well as an Alternative Investments Certificate, both taught under the joint auspices of the Wharton School of Business, and the Investment Management Consulting Association.

Brad Jensen, CIMA – Managing Director & Portfolio Manager
Brad heads the Global Strategy team for Accuvest and is also a member of the Investment Committee, and is a Senior Portfolio Manager. His responsibilities include investment strategy, asset allocation, portfolio management and security selection. He earned his MBA in international finance from The Thunderbird School of Global Management. He has over twenty-five years of investment experience. Brad earned the Certified Investment Management Analyst designation under the joint auspices of the Wharton School of Business, and the Investment Management Consulting Association.

David Allen – Senior Associate & Portfolio Manager
David is a member of the Investment Committee, the Portfolio Management team, and serves as the firm’s Chief Compliance Officer. His responsibilities also include firm-wide communication, marketing and institutional business development. David joined Accuvest Global Advisors in 2006 after completing his bachelor’s degree from the Marshall School of Business at the University of Southern California.

Chris Heyman – Senior Associate & Portfolio Manager
Chris is a member of the Investment Committee and Portfolio Management team. His responsibilities include portfolio implementation, reporting, and operations for the firm. He has received Advent’s Back Office and Performance Certifications. Chris joined Accuvest Global Advisors in 2008 after working for William Wright Associates Limited from 2006-2007. He holds a bachelor’s degree from the Marriot School of Business at Brigham Young University.