Investment Funds

Strategic Asset Allocation Rotation Fund I

This fund leverages a rotational asset allocation strategy, adapting its portfolio in response to evolving macroeconomic indicators such as interest rate shifts, inflation data, GDP cycles, and risk sentiment. Rather than remain static, the fund strategically tilts its exposure to different asset classes—favoring long equity positions during growth cycles and tactically integrating leveraged equities to enhance returns when market momentum supports risk-on positioning.

At the core of the fund is a disciplined framework that blends quantitative research with macroeconomic analysis, identifying inflection points that signal optimal times to adjust sector weights, increase or reduce equity exposure, and reallocate between core and satellite holdings. The goal is to capture upside potential in bull markets while minimizing drawdowns in periods of uncertainty. The Strategic Asset Allocation Rotation Fund is built for investors seeking an adaptive, high-conviction approach to wealth accumulation—one that evolves with the market, not against it.

Hedged Equity Fund I

The Hedged Equity Fund I, a capital preservation-focused strategy designed for investors who value steady, risk-managed growth. This fund maintains a diversified portfolio of long equity positions while actively employing options-based hedging strategies—including protective puts and strategic spreads—to safeguard against major drawdowns during economic downturns. While this defensive positioning may modestly reduce overall returns compared to an unhedged portfolio, it is purpose-built to protect investor principal, offering peace of mind through market volatility.

This fund thrives on the principle that downside protection is just as important as upside participation. During periods of economic stress, when markets turn sharply negative, our options overlay positions can produce gains that help offset equity losses—allowing the fund to remain resilient when others retreat. For investors seeking a smoother ride through the market cycle, the Hedged Equity Fund delivers disciplined risk management with an eye toward long-term capital stability and compounding, making it a strong core component for conservative or retirement-focused portfolios.