The objective of EAB Hedged Equity is to offer more stable compounded equity returns by seeking to reduce volatility and drawdowns.
Four-person investment team has decades of experience in risk mitigation, volatility and correlation management, with deep institutional expertise helping clients successfully manage risk across market regimes.
Provides a versatile core holding that offers downside protection and an alternative to traditional equity, compliments fixed income diversification, and harvests option premiums to manage short-term volatility.
Our approach pairs S&P 500 exposure with a consistent risk mitigation overlay to over-protect the first 2 standard deviations (generally -2 to -7%) to the downside. Our ability to make active market volatility adjustments, allows our protection to continue through extended market drawdowns.
Inception Date
August 3, 2015
Investment Universe
SPY, SPX & SPY options, and volatility instruments
Benchmark
S&P 500
Investment Category
Morningstar Hedged Equity
Asset Class
Active Equity
Vehicles Available
Mutual Fund, CIT, Separate Account
info@eabinvestmentgroup.com
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