Quarterback Asset Management Launches Fourth Series of US Stock Theme Rotation Target Maturity Wrap

Quarterback Asset Management announced on October 28 that, together with Korea Investment & Securities, it will launch the fourth series of its US stock 'Theme Rotation' target maturity wrap. The subscription period runs until November 4, and management will begin on November 5.

The previous third series of the Theme Rotation target maturity wrap raised approximately 10 billion KRW. Thanks to the performance of innovative growth stocks such as Navitas Semiconductor, it achieved its target return of 10% in about two months.

This product adopts a target maturity structure based on Quarterback Asset Management's data-driven US stock 'Theme Rotation' strategy, where management is terminated once the target return is reached.

The portfolio allocates approximately 70% to promising themes and sectors according to the economic cycle, and about 30% to US large-cap stocks. The allocation between defensive and aggressive positions is actively adjusted according to predefined rules to capture investment opportunities, and management ends once the target return is achieved.

Quarterback Asset Management's Theme Rotation strategy refers to a 100% rule-based investing approach, where the US economic cycle is assessed from a top-down perspective and stocks are selected through bottom-up quantitative evaluation. The portfolio is managed based on data without the subjective judgment or emotional involvement of traditional active managers, aiming for consistency and objectivity.

Cho Hongrae, CEO of Quarterback Asset Management, stated, "We are launching the fourth series based on the early achievement of the target by the third series of the Korea Investment & Securities US stock target maturity wrap and customer demand." He added, "We will consistently apply a structure that reduces the investor's decision-making burden through data-driven management according to predefined rules, and automatically terminates when the target return is reached."

This content was produced with the assistance of AI translation services.