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Hedged Equity

Our Hedged Equity Strategy is a purpose-built strategy that seeks to provide exposure to the equity markets with less risk by limiting drawdowns during market downturns.

Objective

Aims to provide capital appreciation by combining a domestic long equity core position with risk mitigation option strategies.

Why This Strategy?

Team

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.

Philosophy

Hedged Equity aims to provide a single solution for maintaining equity exposure, managing potential market volatility, and mitigating drawdowns.  Our approach lets investors remain consistently hedged, allowing for faster recovery from market selloffs.

Process

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.

Strategy Facts

August 3, 2015
Easterly EAB Risk Solutions
Morningstar Options Trading
S&P 500
Alternatives
Mutual Fund, CIT, Separate Account

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Portfolio Managers

Ed Boll headshot

Ed Boll

Jim Ryan headshot

Jim Ryan

Bill Visconti headshot

Bill Visconto

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Get in Touch

For questions or inquiries, please feel free to contact us by completing the form below.

Get in Touch

For questions or inquiries, please feel free to contact us by completing the form below.