The investment seeks the protection of principal through aggressive, proactive reactions to prevailing economic conditions.
The fund invests varying percentages of its total assets in Real Estate Investment Trusts, Commodities-based securities, Various Fixed Income securities and TIPS, cash and cash equivalents. During times of significant market upheaval, it may take large, small, or even no position in any one or more of the Asset Classes, may invest in gold and other eligible precious metals to the maximum extent allowed, and/or may hold some or all of the fund's assets in cash and/or cash equivalents. The fund is non-diversified.
The investment seeks to provide long-term capital appreciation with reduced volatility compared to the equity market.
To pursue its investment objective, the fund utilizes principal investment strategies, managed by the fund's Sub-Advisers under the ultimate supervision of the Adviser. It allocates 30%-80% of its assets in Long Only Equity, 0%-50% in Convertible Bond and 0%-35% in Long-Short Equity, 0%-35% in Options Equity.