We believe hedged equity is a better way to invest.

Hedged equity involves buying equity in some form and then securing a hedge to offset losses connected to market risk.


We hedge to minimize the impact of market risk and volatility on investment outcomes. In doing so, we seek to protect irreplaceable capital while generating a consistent, smoother investment experience for long-term investors.

Market risk is the possibility of an investor experiencing losses
due to factors that affect the overall performance of the financial
markets in which he or she is involved.

Market risk, also called ‘systematic risk,’ cannot be eliminated
through diversification, though it can be hedged against.

Our Hedged Equity Strategy - Investing Redefined®

Our Defined Risk Strategy is a distinct approach to hedged equity that remains always invested and always hedged.


We apply a unique hedging process using options to directly address market risk and to define the risk of loss on an annual basis. Our Defined Risk approach to hedged equity has redefined the risk/return profile of equity investing.

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