Investment Overview
Strategy Description
The New Lantern Hedged Equity Fund uses equities and equity options to build a liquid, risk-managed, tax-efficient strategy that serves as a low-cost alternative to annuities and fixed income.
We utilize a rules-based approach to crafting a diversified equity portfolio and equity options to dampen volatility and manage tax outcomes for investors.
The Fund offers liquidity and transparency as well as cost, risk, and tax efficiency.
