REASONABLE RETURNS. LOWER RISK.
John Wilson’s Enhanced Strategy Funds
Chief Executive Officer
Co-Chief Investment officer
Senior Portfolio Manager
John Wilson has a proven track record of achieving results for his clients by following a simple principle of “winning by not losing”. His core equity strategy, enhanced by the use of options, makes it easier for investors to participate in the equity markets. Option overlays are designed to provide valuable insurance against market downturns and enhance the return potential for a given level of risk.
Core strategy - may be an ideal core portfolio allocation solution for clients seeking equity-like returns with fixed income-like risk
Ability to maintain equity exposure while protecting against losses in a down market.
Proven track record of providing long-term growth with less risk than traditional equities.
Increased tax efficiency of the Corporate Class structure, plus ability to switch between classes on a tax-deferred basis.