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NAVIGATE WHAT’S NEXTTM

A suite of risk managed mutual funds 
designed to diversify portfolios and harvest opportunity

Absolute Return mutual funds built for modern markets.

Diversification

Anchor Risk Managed, long-short mutual funds pursue absolute returns across Domestic Equities, Fixed Income and International Equities. For advisors looking for diversification, we have you covered.

Liquidity

Many alternative investment strategies require multi-year commitments and fund lock-ups. Our funds offer many of the potential benefits of long-short investment strategies with daily liquidity.

Low Correlation

Reducing correlation among portfolio holdings can be a key ingredient to a diversified portfolio. Anchor Capital Risk Managed mutual funds pursue low correlation to traditional benchmarks.


There is no guarantee that the Funds will achieve their objectives.  No amount of diversification or correlation can ensure profits or prevent losses. 

A QUANTITATIVE APPROACH

While traditional investment strategies rely heavily upon forecasts and future estimates, Anchor seeks an edge through a more quantitative approach.

Our disciplined risk models examine market price and volatility across short, intermediate and long term time horizons in an effort to obtain optimal market exposure.

Diversifying across multiple, independent risk management strategies gives us the ability to rebalance quickly, and dynamically adjust exposure to changing market conditions.

ANCHOR RISK MANAGED FUNDS

RISK MANAGED EQUITY STRATEGIES FUND

A mutual fund that pursues total return from income and capital appreciation with a secondary objective of limiting risk during unfavorable market conditions.

The fund is designed to compliment and potentially enhance overall portfolio returns during periods of generally rising US equity markets, and a hedge during periods of falling price trends. The fund may fit into one of several allocation objectives: Liquid Alternatives, Risk Managed Growth, or Core Equity.


The value of securities owned by the Fund may go up or down, sometimes rapidly or unpredictably, due to factors affecting particular companies or the securities markets generally. 

SYMBOL ATESX ATEAX
CUSIP 66538H823 66538H831
INCEPTION 9/06/2016 4/30/2020
FACT SHEET ATESX Q2 2020 Fact Sheet
PROSPECTUS
SAI
XBRL

RISK MANAGED GLOBAL STRATEGIES FUND

The Fund seeks to achieve above average total returns over a full market cycle with lower correlation and reduced risk when compared to traditional world indices.

The fund is designed to compliment and potentially enhance overall portfolio returns during periods of generally rising International equity markets, and a hedge during periods of falling price trends. The fund may fit into one of several allocation objectives: Liquid Alternatives, Risk Managed Growth, or Core Equity.


The value of securities owned by the Fund may go up or down, sometimes rapidly or unpredictably, due to factors affecting particular companies or the securities markets generally. 

SYMBOL ATGSX ATAGX
CUSIP 66538H427 66538H435
INCEPTION 1/15/2019 7/15/2020
FACT SHEET ATGSX Fact Sheet Q2 2020
PROSPECTUS
SAI
XBRL

RISK MANAGED CREDIT STRATEGIES FUND

A mutual fund that pursues total returns over a market cycle through a portfolio of long and short, risk managed credit investment strategies with a focus on US Corporate High Yield Bonds and U.S. Treasuries.

The fund is designed to compliment and potentially enhance overall portfolio returns during periods of rising prices, and a hedge during periods of falling price trends. The fund may fit into one of several allocation objectives: Alternative, Fixed Income, High Yield Bond or Core Fixed Income.


There is a risk that issuers and counterparties are unwilling or unable to make payments on securities and other investments held by the Fund, resulting in losses to the Fund.

SYMBOL ATCSX
CUSIP 66538H104
INCEPTION 9/29/2015
FACT SHEET ATCSX Fact Sheet Q2 2020
PROSPECTUS
SAI
XBRL

RISK MANAGED MUNICIPAL STRATEGIES FUND

A mutual fund that pursues total return from municipal bond income and capital appreciation with a secondary objective of limiting risk during unfavorable market conditions.

The fund is designed to compliment and potentially enhance overall portfolio returns during periods of generally rising US municipal bonds, and a hedge during periods of falling price trends and/or rising interest rates. The fund may fit into one of several allocation objectives: Liquid Alternatives, Risk Managed Fixed Income, or Core Fixed Income.


Municipal bonds are subject to the risk that legislative changes and local and business developments may adversely affect the yield or value of the Fund’s investments in such securities.

SYMBOL ATMSX ATAMX
CUSIP 66538H773 66538H781
INCEPTION 9/06/2016 7/15/2020
FACT SHEET ATMSX Fact Sheet Q2 2020
PROSPECTUS
SAI
XBRL

EXPERIENCED LEADERSHIP

Our investment team has a combined 50+ years of experience in the research and execution of quantitative trading, risk management, and alternative investment strategies.

Garrett Waters

Portfolio Manager
CEO, Anchor Capital

  • 22 Years Experience
  • Previously, JP Morgan Investment Management, Barclays Global
  • Villanova University, 1988-1992

Eric Leake

Portfolio Manager
President, CIO, Anchor Capital

  • 22 Years Experience
  • Member Market Technician’s Association, American Association of Professional Technical Analysts
  • Azusa Pacific University, 1988-1992