PXG Multi-strategy Fund
FUND OBJECTIVE
The Fund aims to deliver consistent total returns through income generation and capital appreciation by utilizing a diversified, multi-strategy approach. Incorporating both long and short positions, it emphasizes delta-neutral and options trading strategies to balance market risks effectively.
Furthermore, the Fund’s scope extends to a broad investable universe, including stocks, equities, bonds, crypto, and more. The Fund prioritizes low volatility, capital preservation, and high liquidity while maintaining disciplined risk management.
INVESTMENT STRATEGIES
The Fund primarily employs a combination of delta-neutral and options-based strategies to achieve stable returns. Key approaches include:
Delta-Neutral Strategies balance market risks through non-directional strategies:
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Carry trades
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Basis arbitrage
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Market neutral
Options Trading Strategies generate income and manage risks using structured options trades:
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Put writing
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Covered calls
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Spreads and iron condors
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Collar strategies
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Options-based hedged equity
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Other options-based approaches
Diversified Asset Exposure:
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Investments span stocks, equities, and bonds across long and short positions for robust diversification.
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Crypto markets serve as a secondary focus for yield generation and arbitrage opportunities.
RETURNS OPTIMIZATION
To maintain high liquidity, the Fund employs:
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Dynamic Positioning: Adjusts strategies based on market conditions.
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Active Monitoring and Automation: Leverages technology for precision and efficiency.
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Efficient Leverage: Enhances returns through prudent leverage management.
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Liquidity Optimization: Ensures ample liquidity to align with objectives and investor needs.
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 and premium-generating securities and digital assets.
MARKET NEUTRALITY
The Fund employs a mix of options trading techniques designed to achieve long-term growth while maintaining lower volatility than broader equity markets.
DIVERSIFICATION
Employing a blend of delta-neutral strategies, options trading, and basis arbitrage ensures steady returns and long-term growth irrespective of market direction.
UPSIDE POTENTIAL
RISK MANAGEMENT
Leveraging opportunities in traditional and emerging asset classes, including crypto, to enhance return potential.
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.