Equable Shares Hedged Equity Fund (EQHEX)

 

Custom Solutions 

This mutual fund employs a defensive equity strategy that is designed to deliver income, upside participation and downside risk mitigation. Equity exposure is designed to track the S&P 500 Index, while call options written by the Fund seek to generate income and mitigate downside risk. Additional downside risk mitigation may come from a put spread that seeks to protect against significant market declines.

Tailored investment strategies are designed to meet a client’s specific needs, often as it relates to managing concentrated stock positions.

 

Custom solutions are designed to reduce risk and potentially enhance income in a concentrated stock position without selling.