The fund seeks to profit from investing in long term volatility trend in the stock market.
Volatility as tracked by the S&P VIX index, has been in a long term declining trend between 2006 and 2019.
The fund adjusts its long and short exposure using a daily rebalancing based on its model. The model determines the low, medium or high volatility environments and allocates long exposure to U.S. Treasuries and short exposures to VIX Index and ETPs and occasionally to cash.
The fund seeks to profit from investing in long term volatility trend in the stock market.
Volatility as tracked by the S&P VIX index, has been in a long term declining trend between 2006 and 2019.
The fund adjusts its long and short exposure using a daily rebalancing based on its model. The model determines the low, medium or high volatility environments and allocates long exposure to U.S. Treasuries and short exposures to VIX Index and ETPs and occasionally to cash.
The fund seeks to protect capital by investing in fixed-income securities and generate capital appreciation following trends in commodities and financial futures markets.
The multi-manager approach allocates 75% of assets to fixed-income managers with investments in investment grade, high yield and government bonds.
The fund invests 25% of its assets with managers investing in financial futures of derivatives and commodities related futures.
The multi-manager fund focuses on evaluation investment strategies of other managers and conducting manager due diligence.
The fund seeks to protect capital by investing in fixed-income securities and generate capital appreciation following trends in commodities and financial futures markets.
The multi-manager approach allocates 75% of assets to fixed-income managers with investments in investment grade, high yield and government bonds.
The fund invests 25% of its assets with managers investing in financial futures of derivatives and commodities related futures.
The multi-manager fund focuses on evaluation investment strategies of other managers and conducting manager due diligence.
The fund seeks to protect capital by investing in fixed-income securities and generate capital appreciation following trends in commodities and financial futures markets.
The multi-manager approach allocates 75% of assets to fixed-income managers with investments in investment grade, high yield and government bonds.
The fund invests 25% of its assets with managers investing in financial futures of derivatives and commodities related futures.
The multi-manager fund focuses on evaluation investment strategies of other managers and conducting manager due diligence.
The fund seeks to appreciate capital in the long-term by investing in large-size U.S. companies and managing downside risks.
The fund’s investment process is systematic and driven by computer models in analyzing and selecting equities and allocating capital.
The fund attempts to generate capital gains by investing or taking long positions in large-size companies with proven business models and track record of earnings and sustainable business model.
The fund attempts to minimize and control downside risks by selling securities that are estimated to fall or by taking short positions.
The active management style is prone to high portfolio turnover and may lead to higher tax liabilities.
