HBTA is designed to provide exposure to US companies in the large cap spectrum while utilizing an options strategy to generate total return. It targets equity securities with an aggressive tilt based on the highest projected return and above average levels of market risk. The fund employs a flexible approach, combining active management and quantitative models, to select and weight its constituents. It also uses strategic portfolio positioning in seeking to achieve high overall volatility in comparison to the large-cap equity market space. The funds option strategy involves buying and selling put and call options directly on and indirectly through ETFs of broad-based securities indices. It will also engage in put-spread transactions and other options combinations, such as spreads, straddles and collars.
公司网站 :
https://www.horizonmutualfunds.com/hbta-fund
总经理:-
建立时间:2025
公司总部:Horizon Funds Horizon Expedition Plus ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds