Anchor Risk Managed Equity Strategies Fund Institutional Class (ATESX)

Overview

The fund is designed to capitalize on global market trends through a diversified investment strategy. By allocating assets across a variety of strategies based on in-depth research and market analysis, this fund focuses on achieving its investment objectives with a significant portion of its resources. It operates on a flexible mandate to invest in a broad range of financial instruments, including long and short positions in ETFs, mutual funds, and derivatives. Its unique approach allows for dynamic adjustment to its portfolio composition in response to changing market conditions, aiming to provide investors with stability and growth potential in their investments.

Products and Services

• Long and Short Positions in ETFs:

  This strategy involves investing in exchange-traded funds (ETFs) that offer exposure to non-U.S. companies. The fund takes both long positions, betting on the appreciation of assets, and short positions, aiming to profit from a decline in asset prices. This dual approach allows for versatility in capitalizing on upward and downward market trends.

• Mutual Funds Investments:

  The fund allocates a portion of its assets to mutual funds registered and offered in the U.S. that hold non-U.S. company stocks. This strategy diversifies the portfolio across various industries and geographical locations, reducing risk and potentially enhancing returns through exposure to global markets.

• Derivative Instruments:

  It engages in derivative trading, including options and futures, on U.S. exchanges that have underlying holdings in non-U.S. companies. Derivatives are used as a tool for hedging against market volatility and for speculative opportunities, aiming to contribute to the fund’s overall performance through strategic leveraging.