PXG Income Fund
FUND OBJECTIVE
The Fund seeks total return through income generation and capital appreciation by employing a moderate to aggressive fixed income-focused hedge fund strategy. Using a diversified mix of options trading techniques, the Fund capitalizes, either directly or indirectly, on the volatility risk premium through strategies such as:
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Put writing
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Covered call writing
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Option spreads
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Options-based hedged equity
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Collar strategies
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Other options-based approaches
INVESTMENT STRATEGY
Long equity strategy combined with selling/ writing short-term options to generate incremental income.
FEES: 2% management fee, 30% performance fee
MINIMUM INVESTMENT: 100,000 USD
BROKER: Interactive Brokers
CUSTODIAN: Interactive Brokers
DISTRIBUTION FREQUENCY: Quarterly after one-year lockup
RISK PROFILE: Moderate
WHY INVEST IN PXG FUND?
INCOME AND CAPITAL APPRECIATION
The Fund aims to deliver consistent quarterly dividends by investing in income-producing, premium-generating, and cash flow-enhancing securities.
DIVERSIFICATION
The Fund employs a mix of options trading techniques designed to achieve long-term growth while maintaining lower volatility than broader equity markets.
RISK MANAGEMENT
Through a systematic and flexible investment process, the Fund focuses on volatility and risk premiums to capture market opportunities while balancing risk and mitigating downside exposure.