Hedged Large Cap Equity Strategy

Our flagship active overlay strategy sits atop various passive asset class indices, with the goal of providing enhanced return with reduced risk.

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Strategy Details

Inception Date

11/01/2013

Accessibility

Contact us to learn more about our SMA strategies

Minimum Investment

$200,000

Investment Process

01

Invest

Stay fully invested in the S&P 500 Index via low cost ETFs

02

Maintain

Maintain long-term market hedges at all times to protect capital from significant market declines

03

Hedge

Finance hedge costs through short-term premium writing without capping upside gains

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