RISK MANAGED EQUITIES
Seeks meaningful upside exposure while retaining defense against severe declines.
Hedged Disruptor seeks to participate meaningfully in the growth of disruptive and innovative companies while using risk-responsive tactical hedging to mitigate the impact of severe market declines..
Hedged Disruptor
How Hedged Disruptor Works
Select
Build a concentrated portfolio of innovative growth companies, emphasizing earnings growth and improving expectations.
Monitor
TCM’s Volatility Dashboard evaluates market and volatility conditions for signs of elevated risk.
View Dashboard Signals →Respond
When signals indicate elevated risk, the strategy may add long-volatility exposure through VIX ETPs to help mitigate the impact of severe market declines.
Rebalance
As risk conditions normalize, tactical hedges may be reduced while maintaining high-conviction growth exposure.
Where Hedged Disruptor May Fit
For investors seeking concentrated disruptive-growth equity exposure while retaining defensive flexibility.
Who it may be for
Hedged Disruptor may fit investors seeking a concentrated disruptive-growth equity allocation with a more responsive approach to risk than traditional exposure. It can serve as a risk-managed growth equity sleeve within a broader portfolio.
Strategy Objectives
Hedged Disruptor seeks to provide meaningful participation in the growth of disruptive and innovative companies while maintaining a deliberate focus on downside risk. The strategy uses risk-responsive tactical hedging that can become more defensive as market conditions deteriorate, with the goal of mitigating severe declines while preserving long-term growth potential.
Growth Exposure. Risk-Responsive Hedge.
Hedged Disruptor combines a concentrated portfolio of innovative growth companies with a tactical volatility overlay. We believe this structure can provide meaningful participation in long-term growth opportunities while giving the strategy another tool to respond as market risk changes.
High-conviction exposure to companies we believe are reshaping their industries.
Concentrated Growth
Earnings Focus
Stock selection emphasizes earnings growth and revisions.
Long-volatility exposure may be added when TCM’s signals indicate elevated market risk.
Tactical Hedging
Strategy Highlights
- Concentrated portfolio of innovative growth companies.
- Emphasizes earnings growth and improving expectations.
- Uses TCM’s Volatility Dashboard to assess market risk.
- May add VIX ETP exposure when signals indicate elevated risk.
- Seeks long-term growth while addressing crisis risk.
Key Facts
| Inception | 8/1/2019 |
| Strategy Type | Risk Managed Equity |
| Benchmark | Ark Innovation Fund (ARKK) |
| Portfolio | Concentrated Growth Equity |
| Hedge Instrument | VIX ETPs |
| Risk Management | TCM Volatility Dashboard |
Hedged Disruptor invests in a concentrated portfolio of growth-oriented companies, which may experience greater volatility than a more diversified portfolio. The strategy’s use of VIX ETPs introduces additional risks and costs, and tactical hedging may not reduce losses in all market environments and may detract from returns when markets rise.