RISK MANAGEMENT

Independent of its security selection process, SIMI engages in risk management strategies ustilizing Put and Call options contracts. Such contracts may relate to individual securities, market indexes such as the S&P 500 index, and/or the VIX volatility index. The dual purpose of these activities is to reduce portfolio volatility and generate gains that can be captured during down markets.

SIMI believes that protecting portfolio value during bear markets is as important as seeking gains during bull market environments. Those interested in learning more about SIMI’s Risk Management techniques should contact the firm.