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

Exotic Assets: Investing In Rare Violins

Jan 17 2017 | 4:43pm ET

By definition, alternative investments include exotic assets far beyond your typical...

Lifestyle

'Tis the Season: Wall Street Holiday Parties Back In Fashion

Dec 22 2016 | 9:23pm ET

Spending on Wall Street holiday parties has largely returned to pre-2008 levels...

Guest Contributor

The Trump Administration: What It Could Mean for Carried Interest

Jan 19 2017 | 5:25pm ET

The arrival of the Trump administration brings the potential for a repeal of the...

 

From the current issue of

As initial anxiety over Donald Trump’s victory gave way to market euphoria in the days following the election, there was a casualty. Gold prices.