GLOBAL TECHNOLOGY FUND

INVESTMENT THESIS

The derivatives overlay portion of the portfolio both hedges and leverages our stock portfolio by evaluating macro fundamentals, technicals and capital flow investment changes, and using futures and options on futures in equity indices, ETFs, fixed income products, commodities and currencies, to opportunis

tically capitalize on these events. The derivatives are positioned to lessen the volatility of our downside risk and complement our long bias mandate.

Our proprietary investment process and risk management process will appeal to investors by shielding subscribers from costly setbacks when markets fall and earning respectable returns with a hurdle rate of 8%.

stock-overlay-768x361.png

PERFORMANCE


BSD INVESTMENT ADVISORY COMMITTEE


FUND PLATFORM