Brinker Capital Destinations Shelter Fund Class Z (DSHZX)

Overview

The fund operates with a distinct investment strategy aimed at capital appreciation while maintaining a risk-averse posture through lower volatility when contrasted with traditional long-only equity strategies. This is achieved by employing a sophisticated hedging approach utilizing index options. The strategy is designed to mitigate the extent of losses during downturns in the equity market. This reduction in negative variance inherently decreases the amount of positive returns needed to recover from losses, presenting a more resilient investment model against market volatility.

Products and Services

• Equity Market Exposure

Provides investors broad exposure to equity markets, aiming for capital appreciation by leveraging the growth potential of publicly traded companies. This component is crucial for investors seeking growth in their portfolio through stock market investments.

• Hedging Strategy

Implements a hedging strategy using index options to manage risk and reduce volatility. This approach is designed to limit the impact of equity market downturns on the portfolio, thereby mitigating losses and potentially enhancing returns over the long term by reducing the recovery hurdle following market declines.