The fund seeks to outperform the S&P 500 in rising markets while limiting losses during periods of decline, by investing in companies across any size in the United States.
The fund utilizes a fund of funds structure to invest in sector based equity exchange traded funds.
The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.
Next, the research team invests in sectors that are undervalued and poised to respond favorably to near-term catalysts.
The team analyzes economic growth forecasts, inflation trends, and other macroeconomic and capital market fundamentals over a 6-18 month time horizon.
Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level.
The fund may from time to time incorporate a covered call option writing strategy.
