The World Is Global—Your Portfolio Can Be Too
By
In an era where international markets are moving faster than ever, a passive "buy-and-hold" approach to global investing may leave you stuck with yesterday’s winners. If you’re looking to capture growth where it’s actually happening—not just where the index tells you to look—it’s time to meet the AdvisorShares Dorsey Wright ADR ETF (AADR).
Why AADR? Because Momentum Has No Borders.
Most international funds are handcuffed by geography. They are forced to hold a set percentage of Canada, Japan, or the UK simply because those countries are large. AADR is different. AADR utilizes a proprietary relative strength methodology developed by Nasdaq Dorsey Wright. This isn't about guesswork; it’s a disciplined, systematic process designed to identify the strongest-performing sectors and individual ADRs across the globe.
AADR's strategy is simple:
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Identify Strength: Rank global sectors and countries to find the true market leaders.
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Focus on Winners: Populate the portfolio with 30–40 high-conviction American Depositary Receipts (ADRs).
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Cut the Laggards: If a security’s momentum fades, it is removed. The focus is on "watering the flowers and pulling the weeds."
Diversification Reimagined
AADR doesn’t just offer "exposure"—it offers active alpha potential. By being unconstrained by market capitalization or geographical borders, AADR can pivot between Developed and Emerging markets based on where the data points to opportunity.
The result? A portfolio that looks nothing like the benchmark.
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High Conviction: A concentrated list of 30–40 select names versus the thousands found in passive ETFs.
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Tactical Agility: The ability to be 0% in a country if it isn't performing, or significantly overweight in a sector showing exceptional growth.
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Currency Advantage: By trading ADRs on U.S. exchanges, we simplify international access while keeping a keen eye on how the U.S. dollar affects global returns.
Performance Built on Discipline
In 2025, AADR proved its resilience, delivering a +25.54% (market) | +24.77% (NAV) return. While the markets shifted, our relative strength model kept us aligned with high-performers in the Materials, Communications, and Health Care sectors.
As we look at the landscape for 2026, we believe a stabilizing global environment will allow our "strength-first" approach to truly shine, helping investors delineate the true winners from the rest of the pack.
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AADR Total Return
Performance data quoted represents past performance and is no guarantee of future results. Current performance may be lower or higher than the performance data quoted.
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AADR | AdvisorShares Dorsey Wright ADR ETF
★ ★ ★ ★ ★
Overall Morningstar RatingTM
Based on risk-adjusted return among 371 Foreign Large Growth funds as of 12/31/25.
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Take the Next Step in Global Growth
Don't settle for a static map of the world. Invest in the trends that are driving the global economy today.
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— For Institutional Investor Use Only. Not for Public Distribution —
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Before investing you should carefully consider the Fund’s investment objectives, risks, charges and expenses. This and other information is in the prospectus and summary prospectus, a copy of which may be obtained by visiting the Fund’s website at www.AdvisorShares.com. Please read the prospectus carefully before you invest. Foreside Fund Services, LLC, distributor.
There is no guarantee that the Fund will achieve its investment objective. An investment in the Fund is subject to risk, including the possible loss of the principal amount invested. Emerging Markets, which consist of countries or markets with low to middle income economies can be subject to greater social, economic, regulatory, and political uncertainties and can be extremely volatile. Other Fund risks include concentration risk, foreign securities, and currency risk, ADRs which may be less liquid, large-cap risk, early closing risk, counterparty risk and trading risk, which can increase Fund expenses and may decrease Fund performance. The Fund is, also, subject to the same risks associated with the underlying ETFs, which can result in higher volatility. This Fund may not be suitable for all investors. See the prospectus or summary prospectus for details regarding risk. The Morningstar RatingTM (“star rating”) is calculated for funds with at least a three-year history. Exchange-traded and open-end mutual funds are combined into a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each fund category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar RatingTM is a weighted average of the performance figures associated with a fund’s 3-, 5-, and 10-year (if applicable) Morningstar RatingTM metrics. Past performance is no guarantee of future results.
©2026 Morningstar, Inc. All Rights Reserved. Morningstar and/or its content providers are the proprietors of this information; do not permit its unauthorized copying or distribution; do not warrant it to be accurate, complete or timely; and are not responsible for damages or losses arising from its use.
In the Foreign Large Growth category, as of 12/31/25, AADR had the following Morningstar ratings: 5, 5, 5, and 4 stars for the overall, 3-, 5-, and 10-year periods out of 371, 371, 343, and 224 funds, respectively. Ratings reflect fee waivers in effect; in their absence, ratings may have been lower.
AIL-876693-2026-01-29 |
