Fund Portfolio Management (Continue)
The foregoing information about the Fund is offered for informational purposes only, and does not constitute an "offer to sell", an "offer for sale", or the solicitation of an “offer to buy,” any securities. The Fund is part of a master/feed fund structure, with the Fund being the master trading entity. Investments into the Fund are made through a feeder fund, Dynamic Investors, LLC (the "Company"), which invests solely in the Fund. An offer or solicitation will only be made to qualified investors through the Dynamic Investors, LLC Confidential Private Placement Memorandum ("PPM") and related Subscription Documents, and any such offer or solicitation is qualified in its entirety by the terms and conditions contained in the PPM and Subscription Documents. The PPM contains additional information needed to evaluate a potential investment and provides important disclosures regarding risks, fees and expenses.
Customized Options Overlay
SPM also provides customized investment management services. Typically, clients will have large holdings in a single stock or a portfolio of stocks. For these clients, SPM will develop a customized options overlay based on the desired risk/reward profile of the client. These strategies can range from an income generating strategy such as a "covered call" program, to a "collar" strategy which can provide protection in the case of a large downside move. SPM has successfully employed these strategies to decrease the volatility of the net asset value of a portfolio.
Futures, stock, and options trading is not appropriate for everyone, as there is a substantial risk of loss associated with trading these markets. Losses can and will occur. No system or methodology can guarantee profits or ensure freedom from losses, and no representation or implication is being made that using the Fund’s trading strategies will generate profits or ensure freedom from losses. Please carefully read our Risk Disclosure page. Past performance, or the results of a particular period, are not necessarily be indicative of future results.
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