Equable Shares Hedged Equity Fund Class I
EQHEX
NASDAQ
Rating
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Risk
Fund Information
Fund Type
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Inception Date
Open/Closed to New Investors
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Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
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Company Information
Provider
Equable Shares
Manager/Tenure
(Years)
(Years)
Ronald A. Santella (6)
Website
Address
1016 Collier Center Way, Suite 106, Naples, Florida 34110.
Naples FL - 34110
Naples FL - 34110
Country
United States
Phone Number
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Investment Strategy
The investment seeks income, risk mitigation and long-term capital appreciation. The fund seeks to achieve its investment objective by investing in equity securities of U.S. issuers based on the S&P 500 Index (the "index") while hedging overall market exposure by writing (selling) exchange traded call options based on the same securities. Under normal market conditions, it invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities based on the index.