Robust return profile
The strategy has been effective at profiting during market downturns such as in the February - March 2020 (-19.56%) and fourth quarter 2018 (-13.52%) S&P 500 selloffs. The result is a track record with zero correlation to both equities and bonds.
The Fund’s low volatility, combined with its high Sharpe ratio, allows for superior wealth compounding.
The Fund offers investors monthly liquidity with no limitations.
Independent, third-party risk reporting
Portfolio transparency is available to investors with full risk reporting. These factors include Fama-French exposures (showing a lack of beta to, for example, equity volatility, value, momentum, and credit spreads).
For onshore investors, a significant portion of gains historically have qualified for long-term capital gains treatment.