Abraham Fortress Fund, Series I (FORTX)

Overview

The advisor is specialized in constructing a balanced investment portfolio aimed at the protection and growth of fund capital. By strategically allocating investments across a variety of asset classes, the firm endeavors to achieve an optimal balance between risk management and capital appreciation. This approach involves diversifying investments among equity securities, government and investment grade bonds, as well as engaging in a range of trading strategies through the management of external trading advisors. The firm’s investment philosophy is designed to cater to investors looking for a comprehensive, diversified investment solution that is adaptable to changing market conditions.

Products and Services

• Equities Exposure

  This component of the portfolio involves an investment allocation of 40-60% in equities, including stocks from issuers of any market size both within the U.S. and internationally. The strategy may also encompass the use of derivatives to achieve desired exposure. This diverse stock portfolio seeks to capitalize on the growth potential of equities while managing risk through diversification.

• Debt Securities Investment

  Allocating 10-30% of the investment portfolio, this strategy focuses on the acquisition of debt issued by the U.S. government, other sovereign entities, and investment-grade bonds. This component aims at providing the portfolio with a steady income stream and reduced volatility, contributing to the overall objective of capital protection and growth.

• Diversified Trading Strategies

  The fund dedicates 10-30% of its assets to engaging in a variety of trading strategies and programs. These are managed by one or more selected trading advisors with expertize in diverse markets and strategies. This portion of the portfolio is aimed at leveraging market opportunities through tactical adjustments and advanced trading techniques, further diversifying the fund’s investment approach.