TruX Exogenous Risk Pool

Stable periods can conceal expanding fault lines in an economy or society. Crisis then follows often appearing in clusters. This is a challenge particularly for investors approaching or in retirement, who own equities but cannot absorb heavy losses.

The situation calls for a fund that pursues returns amid complication, such as when employment or earnings are interrupted, emergency expenses arise and investments fall or become illiquid.

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Investment Goal

TruX Exogenous Risk Pool is a North American equity fund that seeks to defend capital during market shocks and downturns, while producing competitive returns during normal periods. TERP augments traditional diversification and is low to medium risk.

Investment Strategy

The all-weather approach combines three defensive strategies. The Behavioural Strategy and Specialty Assets offset losses during down-markets, while the Tactical Equity enhances returns during normal times.