Fund Portfolio Management
SPM primarily provides investment management services to the Dynamic Hedge alternative investment fund ("Fund") established in 2003 by Tony Saliba. SPM utilizes its extensive knowledge and expertise to actively manage the Fund's portfolio.
The strategies designed by SPM for the Fund combine a basket of option collar positions with various other defined-risked options strategies. SPM employs a systematic approach to apply and manage the Fund’s strategies – the portfolio strategists are not "stock pickers". SPM utilizes proprietary timing, volatility, skew and options maturity analysis models to determine optimal portfolio positions.
The strategy employed by SPM for the Fund is long‐biased, and designed to provide capital preservation in the event of large downside market moves. This strategy is designed to take advantage of increases in market volatility and changes in skew, and is capable of generating income in flat or "sideways" markets. To implement the strategy, SPM trades highly liquid exchange traded options and futures, eliminating over the counter (liquidity) and valuation risk, using on average less than 35% of the Fund’s net asset value to achieve performance targets.
The strategy employed by SPM for the Fund provides a means of controlling systematic or market risk that cannot be achieved through equity diversification alone. Active management by SPM of the fund’s portfolio has enhanced its performance over time.
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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