17-years ago we set out to find the Investment Process of Wall Street.
We asked ourselves, "Does a Total Investment System actually exist? Can we create an investment that gives investors the potential to perform in all markets? An investment system that is simple but firmly rooted in common sense? Can we configure a global investment strategy that utilizes the talents of the managers we believe are the best in the world, irrespective of what firm they work for, who all operate with one focus in mind -- the investor? Finally, can we make it a no-load* fund of funds and eliminate the need for financial salesmen?"
For the answers to be found, we had to change the questions…
Instead of, "What should I own today?" we asked, "What should I own all the time?"
"Should I invest in stocks, bonds, or real estate?" "What are the essential things in life that everyone is buying?"
"What products are in high demand today?" "What will always be in demand?"
"Do I own the highest performing investment?" "Am I gambling with my savings?"
"How much can I borrow?" "How much can I save?"
"Which investment house has the best managers?" "Who are the best managers in the world, irrespective of where they work?"
"How do I find a financial salesperson I can trust?" "Will a financial salesperson actually increase my long-term performance?"
"What are the hottest performing sectors?" "Will my investments protect me during a down market?"
"What short-term trading strategy should I use?" "What is the best return on my time?"
The answers we found to these questions inspired us to create the Giant 5 Total Investment System: an independent, no-load* fund of funds with global asset allocation in the 5 Essential Themes -- the market sectors where Americans and the world are spending their money today and tomorrow: Energy, Raw Materials, Real Estate, Capital Markets and Bonds.
We created Giant 5 Funds for investors who are tired of excessive fees and financial salesmen who add no real long-term value to the performance of their investments. Our shareholders recognize that short-term trading can become a sophisticated form of gambling, not only wasting their savings but ultimately robbing them of the most valuable asset they have... their time.
We believe that fees and commissions paid by investors to financial salesmen are sometimes lost on human intuition that is incapable of helping them in the long-run. Even if you do find an independent voice who places your interests above their own, it doesn't change the fact that no one on Wall Street actually knows what the future holds and knows where next year's top performance will come from. Your life shouldn't be spent chasing "the next great investment" on Wall Street while a Giant Life passes you by.
We simplify: Own the 5 Essential Themes and own them Equally**. Give yourself potential to perform in all market conditions. Use a global investment strategy which utilizes the talents of the managers we believe are the best in the world, irrespective of what firm they work for, who all have one focus in mind -- you. Giant 5 Funds has made this possible with the Total Investment System (FIVEX).
* There is no fee to purchase the Giant 5 Funds. Shareholders are subject to certain expenses which are paid by the Funds. In addition, shareholders indirectly bear the costs associated with investing in the underlying funds which comprise the Giant 5 Funds' portfolios. Please refer to the Fund' prospectus for more information.
** The Fund will generally invest in these themes in substantially equal 20% portions over time. However, asset allocation may vary based on availability and rebalancing criteria.