The investment seeks to generate capital appreciation in rising and falling markets. The fund seeks to generate capital appreciation in rising and falling markets using a long/short strategy that invests primarily in exchange-traded funds, inverse exchange-traded funds and other mutual funds ("underlying funds"). The fund primarily invests in underlying funds that are representative of various U.S. large cap equity indices but may, from time to time, invest in underlying funds which invest in investment grade fixed income securities. The fund is non-diversified.
Fund filings (PDF) »
Stephen Blumenthal (Started: Feb 28, 2012)
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CMG, 150 N. Radnor Chester Road, Suite A150, Radnor, PA 19087, USA