Stability of Capital
Own an investment with equity like returns while protecting your capital with bond like volatility.

Protection against rising interest rates
Superior absolute returns with positive correlation to short-term interest rates.

Optional tax-efficient income
Option to receive monthly tax-efficient distributions that will increase when short-term interest rates rise. 

Who manages the solution?

David Guarasci manages the Exemplar Market Neutral Portfolio.  David spent 10 years at TD developing and executing proprietary trading strategies and was responsible for billions of dollars in trading throughout ten portfolios. David’s strategies led directly to profitability numbers increasing nearly tenfold.

"The benefit of synthetic long/short positions through options is a smoother, more accurate market neutral strategy
as well as yield-generation."  David Guarasci

Click here to view David Guarasci's fund commentary

How do we deliver results?

• Invest in ultra liquid North American securities with deep option markets
• Neutralize market risk with short positions and a robust option strategy
• Harvest yield by selling options

Where is your money invested?

The Exemplar Market Neutral Portfolio invest predominantly in very large cap U.S. listed companies, index securities and index options, and may invest in options of specific companies.  The manager has a deep knowledge of options markets, having managed the global options desk and proprietary capital of TD Bank for 10 years, while consistently generating low-risk and consistent profits.

How does the Exemplar Market Neutral Portfolio fit into my overall portfolio?

This investment is suitable for investors who wish to add the diversification potential of a market neutral strategy with the option of a tax efficient income stream.

The Exemplar Market Neutral Portfolio:

• Aims to neutralize equity and fixed income risk
• Offers meaningful diversification to balanced portfolios
• Offers a blend  of strategies that have the ability to weather any market environment

The Exemplar Market Neutral Portfolio is a true diversifier that can be used as either a complement and/or a replacement to your equity or fixed income investments.