Relative Return, Traditional Long-Only Strategies Seeking to Outperform the Appropriate Benchmark(s), Net of Fees, Over a Market Cycle.

Appropriate for institutions and private investors who want to make an allocation to actively managed, long-only equity strategies, that seek to outperform the appropriate benchmark, net of fees, over a market cycle. Combining fundamental research with quantitative expected return modeling, these strategies pursue significant outperformance through intensive research, moderate sector and security concentration, disciplined growth, value discipline and patience.

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Hedged Strategies Combining an Underlying Exposure with a Short Call or Put Option Exposure. These Strategies Offer Equity Or Better Returns with Significantly Less Risk.

A suite of Options Based Portfolio Management Strategies (OBPMS), including; four passively managed strategies with low, institutional pricing available through separate accounts, and one actively managed strategy available through the West Chester Capital Partners limited partnership. Appropriate for institutional and private investors seeking to maintain equity return potential while accepting significantly reduced risk.

These strategies maintain a long bias which provides significant participation in rising equity markets, combined with a hedging technique that enhances returns, significantly reduces portfolio volatility, or establishes a floor value for the portfolio. These strategies reduce portfolio volatility through the action of the portfolio hedge, and offer the potential to outperform long-only equity in certain market environments and the market cycle.

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Structured Strategies Pursuing an Approach that Seeks to Protect the Principal Balance of a Portfolio over a Fixed Term, while Participating Partially in Rising Equity Markets Through Synthetic Equity Positions.

Appropriate for private and institutional investors seeking an allocation to a strategy that offers increased certainty of returns, principal protection, and partial participation in rising equity markets.

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Fiduciary Quality Investment Programs, Organizing the Entire Range of Investment Functions through a Single Vendor.

Investment programs for private investors, institutions and defined contribution plan sponsors seeking integrated portfolio construction and fiduciary quality investment management, coordinating all aspects of an investment program through a single vendor.

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