ACCUVEST GLOBAL ADVISORS

David Allen, the firm's founder, serves as President and Chief Investment Officer. He oversees the proprietary country ranking models and makes final decisions on portfolio country weights. Allen has managed the firm's strategies since its inception.

Accuvest employs a top-down country rotation approach, investing in single-country equity ETFs rather than individual stocks. The firm ranks national equity markets using a proprietary model that weights fundamental, momentum, and risk factors. The portfolio concentrates capital in the highest-ranked countries, rotating as relative attractiveness shifts. This results in portfolios that are geographically concentrated and benchmark-agnostic.

Accuvest serves as a sub-advisor rather than directly sponsoring its own funds. The firm's strategy was previously available through the AdvisorShares Accuvest Global Opportunities ETF, a publicly listed fund for which Accuvest provided the country allocation model. Accuvest also manages separate accounts for institutional and high-net-worth clients.

Most international equity managers select individual stocks within countries. Accuvest ignores stock selection entirely and bets on entire national markets through country-specific ETFs. The portfolio's risk and return come from geographic allocation decisions rather than security selection skill, making the performance pattern uncorrelated with traditional fundamental stock-picking mandates.

The firm is headquartered in Walnut Creek, California. As a registered investment advisor, it is regulated by the U.S. Securities and Exchange Commission and files Form ADV disclosures accessible through the SEC's public database.