Lunt Capital offers a variety of strategies across the risk and return spectrum.

Our strategic, 7Twelve-based suite is diversified across global asset classes and rebalanced annually.  Our dynamic suite is also diversified across global asset classes, but adds tatical components such as rotating, tilting, and hedging to adapt to changing market environments.

In addition to our global, diversified strategies, Lunt Capital also offers several growth-oriented strategies.  These equity-only strategies provide exposure to Lunt Capital's factor-based and global equity suites.

See how to access Lunt Capital's strategies →


Dynamic Strategy Suite

Click image to request info

Click image to request info

Dynamic Conservative

The Lunt Capital Dynamic Conservative Index is a conservative, multi-asset, tactically managed index designed for defense and risk reduction in volatile markets.  LUNTDYNC rotates between defensive allocations (including cash) and diversified allocations that include global equity, real assets, and global fixed income.  Because investors cannot invest directly in an index, Lunt Capital manages a portfolio comprised of specialized ETFs, providing targeted exposure to the related sub-indices.  The portfolio attempts to replicate the performance and characteristics of LUNTDYNC Index.*

Click image to request info

Click image to request info

Dynamic Moderate

The Lunt Capital Dynamic Moderate Index is a moderate, multi-asset, tactically managed index designed to take advantage of return disparities among sub-asset classes.  LUNTDYNM rotates between diversified, sub-asset classes and defensive positions (including cash).  It also tilts toward trending, growth opportunities.  Because investors cannot invest directly in an index, Lunt Capital manages a portfolio comprised of specialized ETFs, providing targeted exposure to the related sub-indices. The portfolio attempts to replicate the performance and characteristics of LUNTDYNM Index.*

Click image to request info

Click image to request info

Dynamic Aggressive

The Lunt Capital Dynamic Aggressive Index is an aggressive, multi-asset, tactically managed index designed to take advantage of return disparities among asset classes.  LUNTDYNA rotates and tilts among "growth" asset classes including: 1) U.S. equity, 2) non-U.S. equity, and 3) alternatives (REITs, natural resources, etc.).  Because investors cannot invest directly in an index, Lunt Capital manages a portfolio comprised of specialized ETFs, providing targeted exposure to the related indices. The portfolio attempts to replicate the performance and characteristics of LUNTDYNA Index.*


Volatility Factor Suite

GLOBAL MOMENTUM OR Low Volatility

The Lunt Capital Global Momentum or Low Volatility Index is an aggressive, global equity, dynamic index designed for growth.  LUNTGMLV tactically rotates between momentum and low volatility equity indices in US Large Cap, Int’l Developed, and Emerging Markets.  The index stays fully allocated to three geographic market segments.  Because investors cannot invest directly in an index, Lunt Capital manages a portfolio comprised of specialized ETFs, providing targeted exposure to the related sub-indicies.  The portfolio attempts to replicate the performance and characteristics of LUNTGMLV index.*

Click image to request info

Click image to request info

U.S. Large Cap Rotation

The Lunt Capital U.S. Large Cap Rotation Index is a domestic equity, tactically managed index designed to navigate the domestic risk on/off investment environment.  LUNTUSLC rotates between the high beta and low volatility sub-components of the S&P 500.  The index stays fully invested at all times and maintains a position in either the high beta or the low volatility component.  Because investors cannot invest directly in an index, Lunt Capital manages a portfolio comprised of specialized ETFs, providing targeted exposure to the related sub-indices. The portfolio attempts to replicate the performance and characteristics of LUNTUSLC Index.*

Click image to request info

Click image to request info

* Performance of the portfolio will differ from that of the index due to a number of factors.


Global Equity Suite

Click image to request info

Click image to request info

Global Sectors

The Lunt Capital Global Sectors strategy is an equity-only, tactically managed strategy designed to take advantage of return disparities among equity sectors distinguished by market cap. and geography.  GSP is designed to rotate between equity sectors in US large cap (up to 50%), US small cap (up to 20%), and int'l developed markets (up to 30%).  The strategy may also exhibit a more defensive stance by rotating up to 60% into cash or cash-like positions.  In its most defensive positioning, the strategy has 20% in US large cap sectors, 10% in US small cap sectors, and 10% in international developed sectors.

Click image to request info

Click image to request info

Select Country Rotation

The Lunt Capital Select Country Rotation is a global equity (ex-US), tactically managed strategy designed to take advantage of return disparities between distinct countries.  LUNTSCR regularly evaluates over 30 international developed and emerging countries and attempts to rotate toward countries exhibiting favorable characteristics and away from countries with less desirable characteristics.  LUNTSCR may have as much as 70% allocated to 7 distinct countries.  The strategy may also maintain up to 30% in broader exposures to global equity.  The strategy may get defensive in certain market environments and move up to 95% to cash.


7Twelve® Strategic Suite

7Twelve® Conservative

The Lunt Capital 7Twelve Conservative Index is a conservative, diversified, strategic allocation across 7 broad asset classes and 12 underlying indices.  Using the 7Twelve® framework created by Dr. Craig Israelsen, LUNT712C over-weights the fixed income components (20% each * 4 components = 80%) and under-weights the equity/real asset components (2.5% each * 8 components = 20%).  LUNT712C is rebalanced annually.  7Twelve® is a registered trademark which Lunt Capital has licensed from the owner.
 

Click image to request info

Click image to request info

7Twelve® Moderate

The Lunt Capital 7Twelve Moderate Index is a moderate, diversified, strategic allocation across 7 broad asset classes and 12 underlying indices.  Using the 7Twelve® framework created by Dr. Craig Israelsen, LUNT712M equally weights all 12 components, including: U.S. equity (x3), non-U.S. equity (x2), real estate (x1), resources (x2), U.S. fixed income (x2), non-U.S. fixed income (x1), and cash (x1).  LUNT712M is rebalanced annually.  7Twelve® is a registered trademark which Lunt Capital has licensed from the owner.
 

Click image to request info

Click image to request info

7Twelve® Moderately Aggressive

The Lunt Capital 7Twelve Moderately Aggressive Index is a moderately aggressive, diversified, strategic allocation across 7 broad asset classes and 12 underlying indices.  Using the 7Twelve® framework created by Dr. Craig Israelsen, LUNT712A under-weights the fixed income components (5% each * 4 components = 20%) and over-weights the equity/real asset components (10% each * 8 components = 80%).  LUNT712A is rebalanced annually.  7Twelve® is a registered trademark which Lunt Capital has licensed from the owner.

Click image to request info

Click image to request info