I-Invest 2016 ETF Awards

Congratulations! Accuvest Global Advisors recently was reviewed by I-Invest and selected to receive a 2016 ETF Award.

The Accuvest Global Core Equity strategy was named as the “Best Diversified Global Equity Fund (3 Years)”.

Please see award and link below:

I-Invest ETF Awards





Two members of the Accuvest Global Advisors portfolio management team passed their final tests, and achieved advanced certifications in the month of August.

David Allen, portfolio manager, received his Certified Financial Planner® (CFP®) certification.

Chris Heyman, portfolio manager, earned the Chartered Financial Analyst® (CFA®) designation.

[Read more…]


Join S&P Dow Jones Indices for a complimentary event in San Francisco on Tuesday, July 21st: “Optimizing Risk Strategies with ETFs”

Our panel of advanced experts, including  David Garff, President and Chief Investment Officer at Accuvest Global Advisors will debate topics ranging from using ETFs to lock in tax alpha to exploring risk-adjusted returns in historically volatile markets like emerging markets. CE credits available.

[Read more…]


Congratulations to Dave Garff, IMCA Award Winner

Congratulations to Accuvest President Dave Garff on winning the 2015 Edward D. Baker III Journal Research Award for his recent whitepaper: “Multi-Style Global Equity Investing: A Statistical Study on Combining Fundamentals, Momentum, Risk, and Valuation for Improved Performance“.

Dave will be presented the award at the IMCA 2015 Annual Conference, April 26-29th at the ARIA Hotel in Las Vegas.

Click here for more information about the upcoming conference and here to learn more about the Baker Award.

Join David Allen at the Global Macro ETF Strategist Conference June 26

Topical Discussions,

Tactical Approaches

The Global Macro ETF Strategist Conference is a first-of-its-kind event that will bring together many of today’s leading global investors to discuss the current state of the global markets as well as what we can expect in 2015 and beyond.

David Allen, Vice President and Senior Portfolio Manager at Accuvest, will speak at the event in a session on emerging markets. Join David, your peers, and many more featured speakers as ETF.com takes a closer look at the global economy and how you use certain indicators to position client portfolios, while reducing risk and lowering volatility.

Thursday June 26th 12:00–12:50pm

Convene Conference Center (Financial District) NYC

Re-Emerging Markets: What Countries & Approaches Will Lead in Coming Years?

Moderated by Oliver “Olly” Ludwig, Managing Editor, ETF.com

David Allen, Vice President, Accuvest Global Advisors

Darshan Bhatt, Co-Founder & Deputy CIO, Glovista Investments

Emerging markets continue to be a source of growth, but the market has turned. Export-oriented emerging markets face head winds, while consumer-driven growth thrives. Are the emerging markets set to drive growth for another five-year run, or has recent market weakness changed the outlook? Topics to be covered include:

  • How to evaluate individual EM countries
  • Managing and understanding liquidity risk
  • Currency hedging and currency risk

Register Here


CIMA®, CFP® Credit Available

Meet AGA CIO Dave Garff this Thursday in SF

The Quest for Quality. 

Factor-Based and Core Approaches to Asset Allocation

Join the Accuvest team at the S&P Dow Jones Indices annual event tailored exclusively for financial advisors in the San Francisco Bay Area. Accuvest President and CIO David Garff joins the panel on “Implementing Factor-Based Investing”.

Thursday June 12th 12:00–4:00pm

Mandarin Oriental, 222 Sansome Street, San Francisco

This year’s forum will provide one-on-one access to leading industry thinkers and their insight on:

  • The flexibility of a multi-cap approach in U.S. equities and other core investing ideas
  • Evaluating the unique risk/return profiles of factor-based approaches, often referred to as “Alternative Weighting” or “Smart Beta”
  • The latest index-based opportunities across themes, asset classes and regions

Register Here


Ideas for Implementing Factor-Based Investing

Moderated by Scott Kubie, CFA, Chief Strategist, CLS Investments, LLC

Brian Lockhart, CFP, Chief Investment Officer, Peak Capital Management

David Garff, President & Chief Investment Officer, Accuvest Global Advisors

Ryan Hessenthaler, Chief Operating Officer, Lunt Capital Management

King Lip, CFA, CFP, CMT, Chief Investment Officer, Baker Avenue

CFA®, CIMA®, CFP® Credit Available

And don’t miss out on the latest piece from S&P Capital IQ, “Building an International Portfolio with Country ETFs”. Todd Rosenbluth, Director of ETF Research, interviews Dave Garff on Accuvest’s monthly country ranking strategy.

Offshore World Champions

This past spring, our colleague Keith Kelty (Managing Director at FundHaven, Ltd.), was in beautiful Quepos, Costa Rica for the 2013 Offshore World Championship (OWC). As you may remember from our original post, Keith and his team has a few wild days of fishing that ultimately ended in victory and the title of Offshore World Champions.

For more on this amazing feat, Marlin Mag just published a great read. Check it out here and give a big congrats to Keith in the comments below!

Keith (center) and his championship team!

Keith (center) and his championship team!

A Truly Global Mindset

‘Global Clients, Global Portfolios’ is not just a catch-phrase for our marketing brochure; it’s how things are at Accuvest Global Advisors.

Global Clients: 98% of our client base and AUM are non-USA; and we almost always have a man in the field, somewhere around the world. In the last few years alone, our team has been in over 100 different countries!

Global Portfolios: AGA has the world’s longest track-record using single-country ETFs in portfolios. We are the leader in country selection.

This map represents the 100+ countries that the AGA team has visited in the last few years alone. There is no doubt that Accuvest is a truly global firm.

The AGA team has been to over 100 countries, making the firm truly global.

Accuvest Global Advisors around the globe

Fishing Feat of Keith Kelty

We don’t usually brag around here, but we will make an exception this time. Last week, a colleague of ours, Keith Kelty (Managing Director at FundHaven, Ltd.), was in beautiful Quepos, Costa Rica for the 2013 Offshore World Championship (OWC). The OWC is considered one of the most prestigious fishing tournaments in the world. Participants are invited only after winning an OWC qualifying tournament during the previous 12 months. Keith has competed twice before in 2010 and 2011 when the tournament was held in Cabo San Lucas, Mexico.  He placed 2nd overall on both occasions.

This year Keith & his team were up against 68 teams from 21 countries. The fishing was consistent for them during the first 3 days. On Day 1 they released 5, Day 2 they released 4, Day 3 they released 5. Keith’s team was pleased with the results and were in 8th position overall going into Day 4 but felt they had not had the opportunity to get “on top” of the fish.  They had been p[laying it safe, fishing alongside the general fleet while following the advice of local captains.

Day 4 was definitely different. They were 12 fish behind the leaders and 4-5 fish behind the 2nd place team. The leaders had a few amazing days having ‘found’ the fish and were so far ahead that they had optimistically set their sights on going for 2nd as 1st place was virtually impossible to achieve in one day.

On Day 4 they decided to gamble on running down to Los Suenos which was where the leaders had fished the previous 2 days. Los Suenos was near the outer boundary limit of the tournament and if there were no fish there they would not be able to come back to the fleet, positioned 20 miles off Quepos. On the morning of Day 4, Keith’s team discovered a dozen or so other boats had the same idea. They got to the spot just after 8 am and released their first Sailfish within half an hour of getting to Los Suenos. They consistently caught sails all day having double and triple hook ups at times.

By lines out, Keith’s team released 16 sails and had one Dorado to weigh. They were confident they had 15 perfect releases that would score points plus the Dorado that seemed to be over the minimum 25 LBs weight requirement. When they got back to the Marina they learned that the leaders had caught 3 sails and a Dorado. It was then that they thought they might be in the running for 1st!

Keith & his fishing team waited patiently as the videos were reviewed. Their Dorado weighed in at 27 Lbs. Big sigh of relief! The other team weighed their Dorado but were under the required 25 LB minimum for it to count.

In the end, Keith’s team won the Title of Champions thanks to the Dorado. They finished 27 points ahead of the second place team. It was the closest finish ever in OWC history and also was described as the biggest comeback ever.

Congratulations to Keith on his amazing accomplishment!