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

Attractive Selections

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

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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.