At CLS Investments LLC, we have a team approach to managing our various portfolios and strategies. To help unify and guide our investment methodology, we come up with key themes on a yearly basis. These themes represent areas of the market (both equity and fixed income) where we see potential for outperformance over a forward-looking, 12-month period. Therefore, we position our portfolios to take advantage of these themes. With that in mind, here are the themes for 2015: high-quality focus; emerging market opportunities; technology innovation; and tactical fixed income.

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