The All Seasons Fund invests the portfolio in long and short equity stock index futures, primarily on the S&P 500® Index; however, other equity indices may be invested in from time to time. The Fund’s investment methodology, based on the portfolio manager’s proprietary quantitative indicators and models, begins with a top-down analysis of a broad array of fundamental and statistical data relating to the stock market.
The Vice Fund invests in domestic and foreign companies engaged in the aerospace and defense industries, owners and operators of casinos and gaming facilities, manufacturers of cigarettes and other tobacco products, and brewers, distillers, vintners and producers of other alcoholic beverages. These sectors have exhibited resilient demand through economic cycles and have fundamental strengths that help explain why they’ve endured for centuries.