Would you drive without a seatbelt?

Why would you invest without one?

Protect your wealth

Are you a high net worth or institutional investor looking to reduce downside risk in your portfolio?

The Investment Partners Fund is a guiding light through turbulent times.

Investment Approach

A distinctive non-correlated approach to hedged equity

  • A hedged equity fund, not a market-neutral fund

  • Absolute return objective

  • Value Oriented long holdings

  • Active, options-based risk management; no single-stock shorting

What makes us unique?

"The IP Fund has generated solid risk-adjusted returns with very low correlation to the equity indices. We offer a distinctive value proposition and meaningful risk diversification by blending long volatility hedging positions with the inherently short volatility characteristics of our equity portfolio."

Philip Smith, Portfolio Manager

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Want more info?

See How The Investment Partners Fund Can Change Your Portfolio