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.

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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