Alpha Risk Funds
Put the Power of Hedged Dividend Equity to Work
The Fund offers an added measure of value diversification through investments across securities classified as Classic Value, Distressed/Contrarian and Persistent Earners.
Diversification among Three Value Sub-Sectors
Management screens some 200 to 300 domestic large cap value securities prior to selecting 30 to 50 securities that share these characteristics:
- Increasing revenue
- Strong earnings
- Growing dividends
The Fund’s Rigorous Selection Process
Get the Facts about Alpha Risk Hedged Dividend Equity Fund
Why Risk Management Matters
The Fund’s strategy utilizes option collars comprised of protective puts and written calls. A collar is a protective option strategy whereby an investor purchases a put option to protect against depreciation of a stock position while simultaneously selling an out-of-the-money call option to finance the put purchase.