Equity
Replacement
Overview
An opportunity for individual investors, the strategy objective is long-term capital appreciation with growth in mind while utilizing option-based strategies to mitigate risk.
The Catalyst Nasdaq-100 Hedged Equity Fund, a mutual fund that invests in stocks of the NASDAQ-100 index with the goal of achieving long-term capital appreciation.
The fund utilizes a unique strategy called EAVOL trading strategy, which is based on proprietary option trading, to hedge its exposure to the index. This hedging strategy aims to minimize potential losses during market downturns while still allowing investors to benefit from market upswings. In essence, the fund seeks to provide investors with participation in the growth potential of the NASDAQ-100 while offering some level of protection against market volatility.
The concept allows clients to purchase a mutual fund as a replacement to equity exposure. Please click the following link to gain more information using the fact sheets provided.