LHA Tactical Beta Variable Series Fund

Risk-Responsive Core Equity Investing

LHA Tactical Beta Variable Series Fund

LHA Tactical Beta Variable Series Fund seeks long-term out-performance (net of fees) relative to the large-capitalization U.S. equity market.

  • The fund’s strategy offers exposure to the S&P 500® Index with a dynamic risk overlay.  In calm and/or rising U.S. equity markets, the fund aims to provide upside participation.  As volatility increases, the fund aims to provide uncorrelated returns and decrease the impact of falling markets.
  • Upside Participation: The fund seeks to provide “index-plus” returns in calm and rising U.S. equity markets.
  • Downside Reinforcement: The fund seeks to preserve capital and provide uncorrelated returns in volatile conditions and falling U.S. equity markets.