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Phoenix Capital Fund's strategy incorporates a unique two-part value proposition.

  • Seek to provide investors in US equities with a much more efficient and effective portfolio diversifier than is available from more commonly used asset classes such as cash, bonds, real estate, and commodities.  
  • Strive to achieve Alpha through a managed volatility portfolio sleeve that exceeds the performance of US equities (measured by the S&P 500).  

Using volatility to improve portfolio diversification

Prana Capital Group’s roots are entwined with those of an Arizona-based family office that has been a long-time investor in US equities. A few years ago, this family office began asking some interesting questions and challenging the status quo of some well-entrenched assumptions regarding the topic of market diversification...

 

Harnessing Volatility As A Means Of Capturing Incremental Alpha

In “Using Volatility to Improve Portfolio Diversification,” we suggest that volatility can be deployed as a superior diversifier of US equity portfolios compared with more commonly used asset classes such as cash, bonds, real estate, and commodities. But that is not the only benefit of investing in volatility. As we will demonstrate...