Sub-advisor Offering a Defensive Strategy Overlay for Equity Portfolios
We are working closely with a sub-advisor offering a very successful defensive strategy for accredited investors who prefer to hold their equity portfolios through market cycles. The principal managers have over 50 years of experience, beginning with a 25-year career working with one of the most successful money managers of our time - Monroe Trout.
Results speak for themselves:
- A profitable, equity market, risk-mitigating overlay strategy since 2011
- The strategy is capital efficient
- Daily liquidity and transparency
- Protect 100% of the portfolio with only 3% of the equity
Their decision-making process:
- 100% systematic
- Based on their proprietary global macro analysis of factors affecting the S&P 500, with system inputs 24/7
- Daily, dynamic defense
- Does not hold defensive positions overnight
They have consistently been awarded Top Strategy Honors by CTA Intelligence, BarclayHedge, Acquisition Int'l, Modern Trader and others, over the last 4 years.
For more information please contact me.
Howard Strauber
Business Development
Stamford, CT 06905