Decades of experience combined with years of proprietary, data-driven research indicate that extreme drawdowns are highly correlated with contractions in credit and liquidity. Recognizing this risk as an opportunity, we launched our risk-managed strategy to systematically manage long portfolio exposure in today’s ever-changing risk environment.
Our risk-managed strategy buys smaller public companies trading at deeply discounted prices, periodically using index futures to hedge the long portfolio with the goal of capital preservation. This strategy aims to accomplish three valuable objectives: create significant long-term appreciation potential; mitigate extreme drawdowns; and provide diversification benefits to institutional and private investors.
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