EMERGING HEDGE FUNDS

The search for alpha

Alpha is most likely found in emerging hedge fund managers. Emerging fund managers are considered funds under a certain asset level, and they have many more opportunities to move the needle than giant funds. Large asset managers, sophisticated high net worth investors and family offices are seeking alpha & that is what our hedge funds seek to provide.

Warren Buffett, himself, would be the first to tell you he could do more with less. The returns of the early years of Berkshire Hathaway far out performed the current ones.

OUR THREE EMERGING HEDGE FUNDS


The Insiders Fund is a long-short equity fund. We invest in companies at or near prices that management has been willing to invest significant amounts of their own money in. After all, who knows a business better than those running it? This strategy has returned 4x the return after fees of the S&P 500 since inception in 2001.


Theta Investments invests in call and put options on the S&P 500 to achieve capital preservation and appreciation in all market conditions. Option buyers typically have negative return expectations. Theta Investments sells options realizing a positive expected return. Theta Invesments provides market like returns with just a fraction of the volatility of the market. Theta has a beta of 0.3 vs the S&P 500 1.0.


The Alpha Wealth Volatility Advantage Fund is a long-short equity fund that adds time value to its portfolio through options contract writing and volatility hedges.  This fund launched in the Summer of 2018. In its first full calendar year, 2019, the Fund was up 71.2%