The Fund invests at least 80% of its net assets in securities that constitute the NASDAQ-100 Index (“NDX”). The Fund may also invest up to 20% of its assets in futures contracts on the Cboe Volatility Index (the “VIX Index”) and/or, upon the commencement of the NASDAQ-100 Volatility Index (the “VolQ Index”), options on VIX Futures or VolQ Futures, and in cash and cash equivalents, including U.S. Treasury obligations, as a hedge against the Fund’s exposure to the NDX.
Fund Objective
The Fund’s objective is long-term capital appreciation.
Fund Highlights
The Fund complements NASDAQ-100 Index securities with a distinct volatility hedge overlay that utilizes the same methodology as Equity Armor Investments VOL 365 Strategy.
Investment Strategy
Fund Management
Brian Stutland
Lead Portfolio Manager
- Managing Partner, CIO, and CCO of Equity Armor since 2011
- BS and MS in Engineering, University of Michigan
Luke Rahbari
Portfolio Manager
- Member and Portfolio Manager of Equity Armor since 2011
- BBA from Eastern Michigan University and MBA from University of Chicago
Joseph Tigay
Portfolio Manager
- Chief Trading Officer and Portfolio Manager of Equity Armor since 2011
- BS in Economics, Michigan State University
Investment Advisor: Catalyst Capital Advisors, LLC
Sub-Advisor: Equity Armor Investments, LLC
Brian Stutland | Lead Portfolio Manager
- Managing Partner, CIO, and CCO of Equity Armor since 2011
- BS and MS in Engineering, University of Michigan
Luke Rahbari | Portfolio Manager
- Member and Portfolio Manager of Equity Armor since 2011
- BBA from Eastern Michigan University and MBA from University of Chicago
Joseph Tigay | Lead Portfolio Manager
- Chief Trading Officer and Portfolio Manager of Equity Armor since 2011
- BS in Economics, Michigan State University
