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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