Warren Safer-Equity Fund

 
The key advantage to the Warren Safer-Equity Fund is the unique volatility hedge employed. Utilizing the Warren Macro VIX Indicator, the volatility investment protects assets just-in time as opposed to typical ETF vol strategies that employ short, mid-term or mixed futures holdings. Warren Safer-Equity utilizes options on VIX futures in an attempt to hedge away black swan or fat tail risk.
 
On the long side, the Warren Safer-Equity Fund invests in companies that produce attractive cash dividends compared to their peer group. Stock selection includes both fundamental bottoms-up analysis as well as technical analysis. Warren Safer-Equity avoids companies that may not have the financial strength to continue to pay significant dividends in the future. Stocks are selected from the global pool of possibilities and from many sectors of the economic landscape.
Warren Safer-Equity Fund
 
The key advantage to the Warren Safer-Equity Fund is the unique volatility hedge employed. Utilizing the Warren Macro VIX Indicator, the volatility investment protects assets just-in time as opposed to typical ETF vol strategies that employ short, mid-term or mixed futures holdings. Warren Safer-Equity utilizes options on VIX futures in an attempt to hedge away black swan or fat tail risk.
 
On the long side, the Warren Safer-Equity Fund invests in companies that produce attractive cash dividends compared to their peer group. Stock selection includes both fundamental bottoms-up analysis as well as technical analysis. Warren Safer-Equity avoids companies that may not have the financial strength to continue to pay significant dividends in the future. Stocks are selected from the global pool of possibilities and from many sectors of the economic landscape.
Warren Safer-Equity Fact Sheet
Discussion with the Portfolio Manager

Warren Safer-Equity Fund Monthly Performance