Persistix Information

Persistix Compass Fund uses a conservative hedging strategy developed by its managers over years of investing their personal funds. The Fund seeks consistent, low volatility returns that have a low correlation with the stock market. The fund’s investment universe consists of the largest US traded public companies. We establish hedged positions in these companies, which provide protection from day- to-day volatility. Our approach combines fundamental valuation metrics with extensive options pricing analysis and experience. The fund’s guiding principle is to limit downside risk while generating positive returns even in flat to slightly bearish environments. The fund typically delivers equity-level returns with short-term bond-level fluctuations. If you seek an investment vehicle that will deliver reliable returns with a low correlation to the rest of your portfolio, please give us a call.