About Our Approach

Harvest Edge Funds apply our income-producing options strategy over Core Investments that offer investors choice in their exposure to equity, fixed income or cash asset classes.

Our collateral yield enhancement overlay strategy (CYES) reflects our philosophy of using relatively short-dated, out of the money S&P 500 Index option call spreads and put spreads to earn premium income based on time value and perceived volatility. While the strategy is unbiased as to market direction, we actively manage this strategy to adjust our holdings to market events and conditions.

 
Fund Core Investment Portfolio Market Correlation
Harvest Edge Absolute Uncorrelated to equity and fixed income markets
Harvest Edge Equity Correlated to the S&P 500 Index 1
Harvest Edge Bond Correlated to the Bloomberg Barclays U.S. Aggregate Bond Index 2
1 The Standard & Poor's 500 Index (S&P 500) is an index of 505 stocks issued by 500 large companies with market capitalizations of at least $6.1 billion. It is seen as a leading indicator of U.S. equities and a reflection of the performance of the large-cap universe.

2 The Bloomberg Barclays 1-3 Month U.S. Treasury Bill Index is designed to measure the performance of public obligations of the U.S. Treasury that have a remaining maturity of greater than or equal to 1 month and less than 3 months.
 

2018 © Harvest Volatility Management, LLC. All Rights Reserved.

Disclaimer and Other Important Information:

An investor should consider investment objectives, risks, charges and expenses carefully before investing. Click this link to obtain a Prospectus, which contains this and other information, or call us at 1.844.434.4838. Read the prospectus carefully before investing.

Not FDIC Insured - No Bank Guarantee - May Lose Value.

Harvest Edge Funds are distributed by ALPS Distributors, Inc.

Click this link to access Harvest's investing glossary. Harvest's investing glossary provides definitions for several terms used on this website.