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Donoghue Forlines Thematic Portfolios

Thematic investing is a form of investment which aims to identify macro-level trends, and the underlying investments that stand to benefit from the materialization of those trends. Though similar to sector investing, thematic strategies tend to cover a variety of sectors and pick companies within these sectors that are relevant to the theme. Thematic investing involves creating a portfolio (or portion of a portfolio) by gathering together a collection of companies involved in certain areas that one predicts will generate above-market returns over the long term. In thematic investing, usually fewer stocks are selected for the portfolio, more focused on a key area. If that area performs well, returns potentially can be much higher than what broader investment solutions might typically deliver.

Donoghue Forlines Veridien Climate Action Fact Sheet

DF Veridien Climate Action

  • Exposure to a broad range of global companies with technologies and business models that seek to contribute to climate change mitigation
  • Proprietary industry research and a proprietary valuation analysis process to evaluate companies that are candidates for the Strategy’s portfolio.
  • Designed for investors seeking to reduce climate risks.
DFNV Fact Sheet

Donoghue Forlines Risk Managed Innovation

The Donoghue Forlines Risk Managed Innovation Strategy seeks to track investment results of FCF Risk Managed Quality Innovation Index that provides risk-managed exposure to U.S. publicly traded companies with strong free cash flow and strong research and development (“R&D”) investment.

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DFHY Fact Sheet

Donoghue Forlines Tactical High Yield

The Donoghue Forlines Tactical High Yield Strategy (the “Fund”) seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the FCF Tactical High Yield Index (the “Underlying Index”).

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