We believe hedged equity is a better way to invest.

What is Hedged Equity?

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®

Hedged equity involves buying equity in some form and then securing a hedge to offset losses connected to market risk (i.e. the whole market sells off or the economy slows due to unpredictable events, like COVID-19 or a mortgage crisis).


There are many ways to hedge an investment. While hedging is often considered a short period tactic, long-term investors may want to consider the benefits of a long-term hedging strategy.

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


We apply a unique hedging process that actively manages longer-term put options to directly address market risk, seeking to provide long-term investors with a smoother investment experience.


Since 1997, our Defined Risk approach to hedged equity has redefined the risk/return profile of long-term equity investing.

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