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.
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 |
| CUSIP | 66538H823 |
| INCEPTION | 9/06/2016 |
| 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 |
| CUSIP | 66538H427 |
| INCEPTION | 1/15/2019 |
| FACT SHEET | |
| 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 | |
| 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 |
| CUSIP | 66538H773 |
| INCEPTION | 9/06/2016 |
| FACT SHEET | |
| 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