Eagles - US Balanced Investment

A risk-managed U.S. equity holding offering exposure to the long term growth potential of U.S. equities using a multi-factor approach designed in efforts to have lower volatility and better risk-adjusted returns relative to the market. Proprietary sector allocation and risk models are evaluated on a monthly basis so the portfolio can be responsive to changing market conditions. Concentration risk is reduced by maintaining full sector diversification and using embedded downside risk management.