V2 Hedged

Equity Strategy

Fund Investment Objectives

The V2 Hedged Equity Strategy combines a long concentrated portfolio of U.S. equities with a custom tailored short portfolio of options. The equities represent "best ideas" generated through fundamental bottoms-up research while the short option positions are selected based on the current volatility environment (skew, term structure, volatility surface). The active management of the Strategy is designed to generate alpha, manage net exposure, reduce volatility of returns, and provide some downside protection.