Since our founding in 1997, we have been a leader at introducing investment solutions that help sophisticated advisors and investors execute dynamic, active investment strategies. Many of our funds were industry “firsts,” including:
- Short Small Cap Fund – Industry First, December 1999
- Leveraged Long 10 Year Bond Fund Industry First, January 2005
- 200% Leveraged Index Funds Industry First, May 2006
Today, our commitment to useful product innovation continues. Our family of leveraged index mutual funds brings a distinctive combination of leverage points seeking up to 200% of the monthly investment performance, before fees and expenses, of a wide range of well-known broad indexes and targeted sectors – on the long-side (Bull Funds) and short-side (Bear Funds).