AmericaFirst Capital Management has announced its return to the unit investment trust market. The company is targeting the launch of its first unit investment trust in the second quarter of 2013. Rick Gonsalves, AmericaFirst's Founder and Portfolio Manager, commented on the announcement; "Unit investment trusts are a passion for this company and the foundation for our original business when we acted as a sub advisor for a number of successful UITs. We plan to introduce to financial advisors a series of innovative, proprietary UIT investment strategies to provide them with the tools to better serve their clients' investment objectives."
AmericaFirst Capital Management is a manager of mutual funds and separately managed accounts (SMAs). The firm creates quantitative, rules-based investment strategies and products that seek to rely on consistent and recurring historical trends in an attempt to generate Alpha.[i] The firm had previously acted as sub advisor to several UITs in a variety investment strategies created by Mr. Gonsalves. Historical UIT performance is available at www.americafirstfunds.com (or click here).
Mr. Gonsalves further commented, "AmericaFirst was built by advisors for advisors. In developing our UIT strategic plan, we surveyed many of our clients to determine their product and asset allocation needs. From their feedback, we created a UIT vehicle that includes several innovative investment strategies that advisors need, but cannot find."
For more information regarding the AmericaFirst's UITs and other investment vehicles, phone us at 916-787-9940 (extension 102). Investment Professionals are encouraged to request our most recent white paper which incorporates AmericaFirst's initial UIT strategy by clicking here.
About AmericaFirst Capital Management, LLC
AmericaFirst Capital Management, the adviser to the AmericaFirst family of Quantitative Funds, is a Northern California based investment management firm. Founded by investment professionals for investment professionals, the core investment philosophy of AmericaFirst is the use of comprehensive, data driven rules-based models to eliminate emotional response from the investment process. AmericaFirst's investment strategies include equity, income, defensive growth and absolute return investment vehicles. Additional information is available at www.AmericaFirstFunds.com. Investors interested in AmericaFirst's investment funds or research model may also contact the firm at (916) 787-9940 (extension 102).
AmericaFirst Capital Management is an SEC registered investment advisor, the parent company of AmericaFirst Securities Inc. (FINRA licensed broker/dealer) and the investment advisor to the AmericaFirst Quantitative Funds (an investment company formed under the Investment Company Act of 1940). AmericaFirst's registration as an investment advisor and affiliation with a FINRA licensed broker dealer does not imply any level of skill or training.
Additional information about AmericaFirst Capital Management, LLC, is also available on the SEC's website www.adviserinfo.sec.gov (click on the link, select "investment adviser search" and type in our firm name). Results will provide you both Part I of our Form ADV and our Brochure.
We learn from history so investors don't have to!
PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RETURNS
[i] Alpha is one of five technical risk ratios; the others are beta, standard deviation, R-squared, and the Sharpe ratio. These are all statistical measurements used in modern portfolio theory (MPT). All of these indicators are intended to help investors determine the risk-reward profile of a mutual fund. Simply stated, alpha is often considered to represent the value that a portfolio manager adds to or subtracts from a fund's return.
Robert G. Roach, Jr. AmericaFirst Capital Management, LLCTel. (916) 787-9940 AFCM1055-031813
SOURCE AmericaFirst Capital Management