Hedged Equity
Designed to reduce volatility and serve as a diversifying sleeve to complement traditionally managed stocks and bonds and enhance the portfolio’s overall risk and return profile.
The strategy dynamically manages exposure between an option hedged global equity allocation and an actively managed bond portfolio. Hedged Equity employs various approaches to generate prospective returns, each tailored to different market cycles:
- Upward-Trending Markets: Potential equity appreciation
- Downward-Trending Markets: Potential Put Option appreciation
- Potential Income from dynamic bond exposure
Managed Risk Blueprint
An options hedged US equity strategy that seeks to generate returns and limit risk, particularly in uncertain market conditions where stocks and bonds may underperform.
The strategy may serve as a valuable diversification tool with the potential to enhance a portfolio’s overall risk and return profile. Toews Managed Risk Blueprint incorporates various approaches to generate prospective returns, each tailored to different market cycles:
- Upward-Trending Markets: Potential equity appreciation
- Downward-Trending Markets: Potential Put Option appreciation
- Potential Income from option writing and dynamic bond exposure
Defensive Alpha Equity
Seeks to provide long-term growth of capital and limit risk during unfavorable market conditions by investing in an options-hedged portfolio of Domestic Equities.
How Defensive Alpha Equity fits in a portfolio:
- Long-term growth needs component in distribution planning Core equity holding in more conservative portfolios
- Designed to complement long-only equity positions to potentially reduce US Large Cap equity risk.
Designed for Every Market Cycle
The Toews strategies are designed using our core building blocks which are specific investment criteria that make up the funds and strategies offered:
Unconstrained Hedged Equity – invests in securities that seek to track global indices while maintaining an option hedge during rising markets but seeks to exit into fixed income investment or cash equivalents in the early stages of market declines. When markets begin to rebound, the strategy attempts to return to fully invested equity positions.
Option Hedged Equity – strategy that invests in securities that seek to track the S&P 500 Index while maintaining a multi-layer option hedge to manage risk and potentially capitalize on falling markets.