Safeguard Asset Management, announced the launch of the SafeGuard CORE ONE Fund. Designed to provide investors with an all-weather strategy for investing through full market cycles, the Fund seeks to deliver capital appreciation in both rising and falling markets, with the goal of minimizing downside volatility.
“With market volatility and uncertainty reaching new heights, investors and their advisors are seeking liquid solutions to reduce risk in their equity portfolios”
“With market volatility and uncertainty reaching new heights, investors and their advisors are seeking liquid solutions to reduce risk in their equity portfolios,” said SafeGuard co-founder and CEO Gary Kleinschmidt. “The SafeGuard CORE ONE Fund meets this demand by providing a new approach to equity investing that blends three strategies into a single solution seeking to outperform the S&P 500 with less volatility across a broad range of economic conditions.”
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Combining the Power of Indexing and Alternatives
SafeGuard takes a risk managed approach in pursuit of the Fund’s investment objective by employing a proprietary investment model to allocate the Fund’s assets among three principal investment strategies:
- S&P 500 Strategy – seeking to track the returns of the S&P 500 Index through use of S&P 500 Index futures contracts.
- Futures Overlay Strategy – seeking to provide capital appreciation and diversification, up to 25% of the fund’s assets are invested in commodity-based strategies expected to have a low correlation to each other and the equity markets.
- Protection Strategy – seeking to provide downside protection in declining markets, the fund invests in long dated put options on the S&P 500 Index.
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“We’re excited to be providing a broader universe of investors and advisors with access to our derivatives expertise through the SafeGuard CORE ONE fund,” said Joe Gabor, co-founder and Chief Investment Officer of SafeGuard. “This year’s market outlooks are littered with an array of risks ranging from inflation, global recession, the Russia-Ukraine war, debt ceiling debacles and much more. Against this backdrop, there’s never been a better time to consider prioritizing risk management across your equity exposures by combining the power of indexing and alternatives.”
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