Anchor Risk Managed Equity Strategies Fund - Institutional Class (ATESX)
Anchor Risk Managed Equity Strategies Fund - Institutional Class operates in the Asset Management industry of the Financial Services sector, headquartered in Cincinnati, OH, US. The stock last traded at $15.95, up 0.50% on the session, giving a market capitalisation of $136.0M. On trailing twelve-month figures it carries a trailing P/E of -8.53, a net margin of -978.1%. Its beta of 0.50 implies it has historically moved less than the broad market.
Under typical market conditions, this fund primarily dedicates at least 80% of its total assets (including any leveraged capital) to equity securities. It achieves this exposure by taking both "long" and "short" positions, either through direct investments or indirectly via unaffiliated exchange-traded funds (ETFs) and mutual funds. Furthermore, the fund has the discretion to strategically invest in inverse funds, which are tied to equity markets or specific indices. This is done whenever the adviser believes such a strategy will serve as an effective hedge to manage and mitigate risk associated with the fund's core equity holdings.
Anchor Risk Managed Equity Strategies Fund - Institutional Class is most often compared with the following Financial Services names: