Equity markets tend to go up over time, so we remain always invested.
Large losses may derail investors from their goals, so we remain always hedged.
We believe loss aversion is the biggest emotional driver of investor behavior.
Even the best investment plan is only as good as one’s ability to stick with it.
Smoothing the ride and protecting capital is critical to remaining invested.
Our simple, yet innovative investment philosophy and strategy were conceived to help define and limit risk for consistent returns and capital preservation.
By actively seeking to not lose big, we believe that investors will be better off in the long run.
In an industry in search of ‘non-correlation’, we use put options, an inversely correlated asset, to protect the portfolio.
Since 1997, our hedging and options strategies have been addressing the biggest threat long-term investors face: market risk.