Simplify Exchange Traded Funds Simplify Wolfe US Equity 150/50 ETF(AMEX:WUSA)

WUSA primarily uses total return swaps to achieve a 150/50 long-short allocation in a basket of common US stocks, resulting in a net 100% long exposure. Portfolio allocation is based on a multi-factor quantitative ranking system that predicts forward-looking return potential. This system analyzes approximately 300 fundamental factors, including earnings growth, profitability, and momentum. The strategy capitalizes on companies expected to outperform while shorting those with weaker forecasts. Typically, the fund will hold around 250 long and 150 short positions while using a custom risk model for risk purposes. Investments may include short-term debt instruments, cash, and cash equivalents as collateral. The fund is rebalanced monthly but may do so more frequently based on proprietary research and market changes.