Investment
Strategies

Protected Equity is a low volatility equity strategy that captures a substantial portion of the upside of the benchmarks (S&P 500 or MSCI ACWI) performance while providing significant downside protection. The strategy creates alpha through a proprietary tactical hedging strategy that reduces the downside. This strategy is a liquid and cost-effective way for investors to improve their exposure to large-cap equity and equity hedge fund strategies.

Protected Equity Plus is an enhanced equity strategy designed to outperform benchmark indices (S&P 500 or MSCI ACWI). The strategy creates alpha through a proprietary tactical hedging strategy that reduces downside exposure and creates a smoother return stream than a typical index fund. This strategy is a liquid and cost-effective way for investors to improve their active equity exposure.

Our yield enhancement strategies (Ironbound) capture growth, yield, and uncorrelated risk premium. These strategies create alpha through volatility risk premium capture. They provide a liquid and cost-effective way for investors to reduce equity market risk and enhance cash flow yield, effectively replacing high-yield.

Multi-Asset is a long-only strategy that produces equity-like returns with substantially less risk through a diversified portfolio of commodities, real estate, currencies, equities, and bonds. The strategy creates alpha by tactically allocating to assets that favor the current market environment and reduces volatility and downside by diversifying risk with risk-control assets. This strategy is an efficient and cost-effective way for investors to gain exposure to liquid real assets.