The Managed Risk Fund employs a strategy that is designed to give investors exposure to the U.S. equity market in a secure manner, by capturing 70% of the upward moves of the S&P500 index, while limiting the volatility & downside risk. The Fund systematically hedges investors against major declines but nonetheless lets them participate in rallies making money in bull, bear and flat markets. The Fund is designed to generate year over year compounded returns growing capital exponentially and outperforming the S&P 500 benchmark over the long term.
By being highly correlated to the S&P500 during upward moves, and having ultra low correlation during downward moves, the strategy creates wealth during bull markets by preserving capital in bear markets.
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