IRON FUNDS

The Fund seeks to maximize total return by effectively maintaining an optimal exposure to credit through time. To vary credit exposure and in an effort to hedge against potential credit, rate, and liquidity risks, the Fund utilizes an allocation to cash and credit derivatives.

Disclosure:
The value of derivatives may rise or fall more rapidly than other investments.  For some derivatives, it is possible to lose more than the amount invested in the derivative.  It is possible that the hedge may not succeed.

The IRON Equity Premium Income Fund seeks to provide superior risk-adjusted total returns relative to the CBOE S&P 500® Buy-Write Index (BXM) by utilizing an actively managed options overlay strategy on the underlying exchange traded index fund.

Disclosure:
Option writing may limit the amount of capital appreciation, especially in a rapidly rising stock market. The short-term return profile might be unattractive; hence this strategy is not suitable for shorter-term investment horizons. The Fund invests primarily in one or more underlying ETFs. Much of the Fund’s performance depends on the performance of the underlying ETFs, and an investment in the Fund is thus subject to the risks of the underlying ETFs. The Fund and its investors will also indirectly bear a portion of the fees and expenses of the underlying ETFs. These fees are in addition to the Fund’s direct fees and expenses, and may be considered duplicative. No strategy, including option strategies, can eliminate risk.

How IRON Funds May Fit In Your Portfolio

IRON Strategic Income Fund seeks to generate returns that are less correlated to an overall core fixed income portfolio; a risk diversifier.

IRON Equity Premium Income Fund seeks to add alpha to core equity and simultaneously lower volatility; the Fund seeks to generate income and enhance risk-adjusted returns.

What Makes Us Unique?

  • Our funds are developed using a quantamental approach that aims to provide better investment intelligence
  • Our strategies follow a disciplined investment process that seeks to generate consistent results

IRON STRATEGIC INCOME FUND

IRON EQUITY PREMIUM INCOME FUND

Disclosure:
Quantamental is a process of investment research that analyzes fundamental data such as financial statement line items, economic data, and unstructured data in a rigorous and systematic manner. Practitioners often employ quantitative applications such as statistical / empirical finance or mathematical finance, behavioral finance, natural language processing, and machine learning.

Alternative investments can be highly speculative and may not be suitable for all clients. Fixed income investments are affected by a number of risks, including fluctuations in interest rates, credit risk, and prepayment risk. In general, as prevailing interest rates rise, fixed income securities prices will fall.

HOW TO INVEST WITH IRON

The IRON Funds are available for purchase through a number of intermediaries, such as authorized broker-dealers, advisors, and clearing firms. Read more

Clients can purchase the funds directly by completing an application.

> CLICK FOR APPLICATION

For details, additional types of account applications, forms, or for more information on where the funds can be purchased, please call: (877) 322-0575. If you have interest in the IRON Funds and they are not available through your preferred intermediary, please let us know and we will do our best to provide you with easy
access to the funds.

> REQUEST FUND INFORMATION

IRON IN THE NEWS THOUGHT LEADERSHIP

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