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.