Mike Loukas, CEO of TrueMark Investments, sat down with Phon Vilayoune, founder and CIO of Veta Investment Partners. Phon was one of the first adopters of the TrueShares Structured Outcome ETFs.
Mike and Phon discussed the TrueShares Quarterly Bull and Bear Hedge ETFs, two actively managed funds that aim to deliver a positive total return during high volatility environments. Phon answered key questions like how he uses them to smooth out portfolio returns, the allocations that can reduce volatility based on risk tolerance, and the benefits of a quarterly period.
For more information about QBUL, click here.
For more information about QBER, click here.
The Fund invests a modest portion of its portfolio in standardized exchange-listed options or in exchange-traded FLexible EXchange Options® (“FLEX Options”), which are customized exchange-traded option contracts available through the Chicago Board Option Exchange (“Cboe”) that are guaranteed for settlement by The Options Clearing Corporation (“OCC”). FLEX Options may become illiquid, and in such cases, the Fund may have difficulty closing out certain FLEX Options positions at desired times and prices.
TrueMark Investments, Paralel Distributors, and Veta Investment Partners are not affiliated.