Portfolio Management


The adviser will tactically allocate a specific amount of Fund capital to the strategy each week

50% in normal market conditions


50-75% when market conditions may allow for a short-term tactical increase


For example, after a spike in volatility and after volatility begins to decline


The portfolio team may decide not to turn on one side of the trade in a given week if the opportunity of the trade is minimal.


The portion of the Fund not allocated to the options strategy will be allocated primarily to cash, Treasuries, or short-term fixed income.


 

 

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