| OTCM Exchange | United States Country |
The fund operates with a strategy to achieve its investment objective by diversifying risk across various asset classes in markets both within the United States and internationally. It aims to deliver consistent risk-adjusted returns by managing the expected volatility of investments which includes securities, markets, indexes, or asset classes. The evaluation of risk and subsequent investment decisions are overseen by the Investment Manager, who utilizes this data to guide portfolio allocation with the intention of optimizing performance while mitigating undue market exposure.
The fund actively invests in derivatives to either hedge against potential market downturns or to speculate on future market movements. This includes forward contracts, which are agreements to buy or sell an asset at a future date for a price agreed upon today. Futures contracts, which are standardized forward contracts to buy or sell assets at predetermined future dates and prices. And swaps, which are agreements to exchange cash flows or other financial instruments over a period of time.