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 IntelligenceBarclayHedge, 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

(203) 570-9597

howard@h-sconsultingll.com

howard.strauber@gmail.com

www.InVestedConsultants.com



To view or add a comment, sign in

Insights from the community

Others also viewed

Explore topics