Seeks to provide upside market capture when the US stock market advances, while limiting losses during markets downturns.
Utilizes long-dated S&P 500 call options in combination with US Treasuries to provide upside participation and downside protection. Exposures (market, volatility and duration) are actively managed in response to the changing market environment.
* There can be no guarantee that this objective will be achieved.
Our adaptive investment processes that have been designed to help investors navigate a wide variety of market environments for over 40 years.