Sabrient Systems and First Trust Introduce Portfolio Series UIT
Investment product focuses on stocks in a rising bond yield market
Santa Barbara, Calif. – September 23, 2013 – Sabrient Systems, LLC, an independent equity research firm that specializes in alpha extraction through quantitative and qualitative analysis, announced today its collaboration with First Trust Portfolios L.P. (First Trust) to launch the Sabrient Weak Treasury Portfolio Series. The series is the first unit investment trust (UIT) that concentrates on stocks that generally do well in an environment of rising bond yields.
“We expect an increased flow of money into equities as investors continue to exit the bond market while bond prices fall,” said David Brown, Chief Market Strategist for Sabrient Systems. “As the focus shifts to a rising bond yield environment, the market will look to invest in products such as this UIT.”
Sabrient’s quantitative research systems are designed to pinpoint stocks positioned for the best performance under a number of various macroeconomic trends. From a pool of several hundred stocks that perform well in a rising bond yield market, Sabrient Systems has identified the strongest 50 to form the first portfolio in this series with the goal of obtaining the most growth possible.
“The third round of quantitative easing (QE3) will likely be tapered off throughout the coming year, and we are confident that interest rates will rise over the next two years,” added Brown. “The stocks in this UIT were chosen because they will take advantage of a rising interest rate environment. In addition, this offering includes portions of earlier Sabrient methodologies used in our Baker’s Dozen UIT, Dividend UIT Series and Forward Looking Value UIT, all of which have produced outstanding results. This Weak Treasury Portfolio Series UIT will offer investors a competitive product to diversify their portfolio and capitalize on the current state of the market.”
Jacqueline Gogel
+1 646.395.6300
sabrient@cognitomedia.com
ABOUT SABRIENT SYSTEMS, LLC
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Sabrient Systems, LLC specializes in unbiased, fundamentals-based quantitative equity research for the benefit of investment professionals, hedge funds, and self-directed investors. The firm analyzes nearly 5,000 U.S. and 500 Canadian traded stocks and identifies those that appear poised to out-perform or under-perform the market. Sabrient first published rankings in 2002, and its models have consistently outperformed relevant benchmarks over a broad range of investing styles, market caps, time frames and market conditions. Sabrient is based in Santa Barbara, California. Visit www.sabrient.com.
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