Optima Strategic Credit Fund Founders Class (OPTCX)
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Optima Strategic Credit Fund Founders Class Profile
| NASDAQ Exchange | United States Country |
Overview
The described fund focuses on investment strategies that concentrate on a range of credit instruments. The investment strategy is centered around allocating at least 80% of the fund's net assets towards a combination of direct credit instruments and derivative instruments that are linked to or provide investment exposure to such credit instruments. In defining credit instruments, the fund adopts a broad perspective, including debt instruments alongside shares of registered, both closed-end and open-end investment companies, and Exchange-Traded Funds (ETFs) which are in alignment with policies to invest significantly in credit instruments. Despite the fund's preference for a non-diversified portfolio to potentially leverage the benefits of specific investments, it remains committed to a robust investment framework centered on credit instruments.
Products and Services
The fund's investment portfolio encompasses a variety of financial products, each tailored to meet the fund's strategy of focusing on credit instruments. Below are the main categories of products and services offered:
- Credit Instruments
This includes a wide range of debt instruments such as bonds, debentures, and other forms of debt securities that the fund invests in. The goal is to capitalize on the interest or capital gains derived from these instruments.
- Derivative Instruments
These financial instruments's value is derived from the value of an underlying asset, index, or benchmark. The fund uses derivatives for hedging purposes, risk management, and to gain exposure to credit instruments without having to directly own them.
- Investment in Registered Investment Companies and ETFs
The fund invests in shares of registered, both closed-end and open-end investment companies, as well as ETFs that follow policies to either invest at least 80% of their assets in credit instruments or allocate substantially all of their assets in such instruments. This approach provides the fund with diversified exposure to a wide array of credit instruments via investments in other funds.
