PARSIPPANY, N.J., Oct. 20, 2015 /PRNewswire/ — Hennion & Walsh, a provider of investment services and an advocate for individual investors, today announced the launch of its International Momentum Trust further expanding its suite of proprietary SmartTrust® Unit Investment Trust (UIT) portfolios. Developed in partnership with Dorsey Wright, a registered investment advisory firm that specializes in providing comprehensive investment research and analysis through their Global Technical Research Platform, the trust will seek to provide equities investors with international exposure along with the possibility for capital appreciation.
“Today, as investors seek to achieve investment exposure in equity securities of foreign companies, the trust will be designed primarily on relative strength, a technical analysis indicator that records historic performance patterns,” said Kevin Mahn, Chief Investment Officer of SmartTrust®. “Dorsey Wright has established themselves as a leading advisor to financial professionals and we’re excited for the opportunity to share their superior portfolio design and research platform with our clients.”
The trust will seek to deliver its investment objective through Dorsey Wright’s Relative Strength methodology which will measure a security’s performance relative to other securities in the same industry, a competitive industry, a benchmark or a broad market index. Relative strength is a momentum technique that relies on unbiased, unemotional and objective data rather than biased forecasting and subjective research.
“With U.S. equity markets reaching all-time highs in 2015 yet facing increasing uncertainty and volatility, investors seeking to diversify and identify new opportunities should consider widening their focus globally,” said Bill Walsh, Chief Executive Officer of Hennion & Walsh. “At Hennion & Walsh, we believe in the value of providing our investors with diversification across geography and asset class.”
SmartTrust® UITs offer diversified income and total return opportunities through innovative investment strategies. Assets grew by 27 percent year to date in 2014 while the number of Trusts outstanding grew by more than 38 percent over the same period. For more information about Hennion & Walsh’s SmartTrust® UIT products, please contact the firm’s Internal Support Desk at 888-505-2872, or visit www.smarttrustuit.com
About Hennion & Walsh
Hennion & Walsh, a full service brokerage firm specializing in municipal bonds, was founded in 1990 by Richard Hennion and Bill Walsh. Their mission is to be the individual investor’s fiercest and most passionate advocate. Investment guides, webinars, seminars and online content are just some of the ways they help investors become better informed and make better investment decisions. The firm has built its reputation on developing strong, mutually beneficial relationships designed to last a lifetime, serving over 20,000 clients with brokerage accounts and managed portfolios. They are committed to providing individual investors with the institutional-quality service and guidance they believe they are entitled to. Additional information on Hennion & Walsh is available at www.hennionandwalsh.com.
About Dorsey, Wright & Associates, LLC
Dorsey, Wright & Associates is a registered investment advisory firm based in Richmond, Virginia. Since 1987, Dorsey Wright has been a leading advisor to financial professionals on Wall Street and investment managers worldwide. Dorsey Wright offers comprehensive investment research and analysis through their Global Technical Research Platform and provides research, modeling and indexes which apply Dorsey Wright’s expertise in Relative Strength to various financial products including exchange trade funds, mutual funds, UITs, structured products, and separately managed accounts. Dorsey Wright’s expertise is technical analysis. The Company uses Point & Figure Charting, Relative Strength Analysis, and numerous other tools to analyze market data and deliver actionable insights. In 2015, Dorsey Wright was acquired by Nasdaq, Inc. allowing Dorsey Wright to work towards even greater innovative solutions for its clients.