

AI-Enhanced Industrials Strategy*
Five-Year Historical Performance | Monthly updated
Designed to capture opportunities across the global industrial sector, this strategy invests in U.S.-listed industrial companies with the objective of outperforming the iShares Global Industrials ETF (EXI). Our AI-driven Deep Reinforcement Learning models continuously refine asset selection and portfolio positioning to improve capital efficiency and risk-adjusted returns.
Performance

Artificial Intelligence Solution
At the heart of this AI solution is Deep Reinforcement Learning (DRL), a state-of-the-art branch of AI that represents a significant leap forward in how investment strategies are developed and executed. DRL employs deep neural networks to process and analyze vast amounts of market data, learning to identify complex patterns and predictive signals over time. Through a continuous cycle of actions and rewards, the DRL agent refines its strategies, optimizing for performance in an iterative, long-term learning process. This approach enables the system to adapt and evolve in response to changing market conditions, ensuring strategies remain relevant and effective. For a more detailed explanation, refer to the Investment Approach section.
Covered Sectors
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Capital Goods
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Industrial Conglomerates
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Machinery
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Transportation
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Airlines
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Air Freight & Logistics
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Commercial & Professional Services
Yearly History Net of Fees
Year
Strategy Net Asset Value (NAV)
iShares Global Industrials ETF (EXI)
Annual
Annual
Cumulative
Cumulative
2021 | 5.70% | 5.70% | 5.41% | 5.41% |
2022 | -2.29% | 3.28% | -12.37% | -7.63% |
2023 | 26.25% | 30.39% | 22.04% | 12.73% |
2024 | 13.13% | 47.52% | 12.47% | 26.79% |
2025 | 29.70% | 91.33% | 25.88% | 59.60% |
2026 | -1.79% | 87.90% | 11.73% | 78.32% |
Key metrics
Net Annualized Performance
YTD | -1.7% |
1 Year | 18.0% |
3 Years | 18.2% |
5 Years | 14.3% |
Holdings | 21 |
Current yield | 2.4% |
Price/Earnings | 41.1 |
Excess Return 3Y* | -3.3% |
Excess Return 5Y* | 1.5% |
Current Holdings (top 5)
Ticker
Company
%
MITSY | Mitsui & Co Ltd-Spons Adr | 16.6% |
MARUY | Marubeni Corp-Unspons Adr | 8.7% |
NOC | Northrop Grumman Corp | 6.5% |
LMT | Lockheed Martin Corp | 5.7% |
TXT | Textron Inc | 4.2% |
Interested in investing in this strategy?
* Disclaimer: Performance information is provided for informational purposes only and does not constitute a guarantee of future results. Returns are based on a combination of backtested simulations and limited live performance, have not been audited by an independent third party, and are net of assumed management fees of 1.5% per annum. Past performance is not indicative of future results. This material does not constitute a public offering of securities or an investment recommendation. Investments involve risks and may result in capital losses. Performance data as of March 31, 2026.