Profile
Objective
The BTH Fund is a non-traditional investment vehicle that seeks to generate long-term capital growth in excess of the S&P500 index and its Peer Group benchmark.
Strategy
The Fund’s investment activities are tactical in nature and investors should expect the Fund, in pursuit of outperformance, to be materially overweight or underweight certain sectors of the equity market from time to time. Investors should also expect, from time to time, that the Fund will completely exit the equity market in favor of investment in non-equity asset classes such as currencies, bonds, precious metals, or ETFs representing these exposures.
Suitability
The BTH Fund is ideally suited to investors seeking an answer to the challenges of rising volatility, rising correlations, and falling expected returns in traditional investment strategies. The Fund’s core investment process is responsive to quickly changing market conditions and employs a hard-wired sell discipline with technical triggers to manage risk in rapidly depreciating asset classes.