TLC Capital Readies Option-Hedged Market Neutral Fund

Jul 10 2014 | 12:46pm ET

Atlanta-based TLC Capital Group is readying an option-hedged market neutral fund for launch this summer.

The Salvus Hedged Yield Fund will employ a proprietary strategy developed by CIO William J. Taylor, a 30+ year veteran of the Chicago financial markets and original member of the CBOE. The strategy, currently being run within an institutional separately managed account, targets large- and mid-caps with historically increasing dividends and other specific criteria, and utilizes options combinations to mitigate downside, while employing defined leverage to achieve alpha, with liquidity and low volatility.

Taylor, in a statement, said the fund “is designed for the preservation of capital and will offer investors the advantage of a defined market risk and a target high single digit ROR...We feel the fund will appeal to both institutional and individual investors alike, and should be a core holding for both."

The fund will carry a $250,000 minimum subscription per investor.

TLC Capital Group is a partner with MVS Capital Management and is also merging operations with registered investment advisor Salvus Financial.


In Depth

U.S. Treasury Moves on Reinsurance Loophole

Apr 24 2015 | 5:11pm ET

The U.S. Treasury Department has released proposed rules aimed at limiting the ability...

Lifestyle

Puerto Rico Woos The Rich But So Far Gains Little

Apr 17 2015 | 2:45am ET

Hedge fund manager Rob Rill grins. He has just had word that U.S. financial regulators...

Guest Contributor

Opportunities Ahead: Asian Fixed Income and Currency Markets

Apr 24 2015 | 6:18am ET

For hedge funds focusing on Asia, the policy uncertainty, unclear interest rate...

 

Editor's Note