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Ips Strategic Capital Absolute Return Fund Institutional Class Shares (IPSAX)

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12.22 +0.06    +0.49%
07:00:00 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 54.3M
Type:  Fund
Market:  United States
Issuer:  WP Trust
Asset Class:  Equity
IPS Strategic Absolute Return Instl 12.22 +0.06 +0.49%

IPSAX Overview

 
On this page you'll find an in-depth profile of Ips Strategic Capital Absolute Return Fund Institutional Class Shares. Learn about the key management, total assets, investment strategy and contact information of IPSAX among other information.
Category

Options Trading

Total Assets

54.3M

Expenses

1.59%

Inception Date

42478

Investment Strategy

The investment seeks total return. The fund's primary strategy consists of selling and purchasing put and call options on equity indexes and exchange traded funds. The sale of put options generates income for the fund, but exposes it to the risk of declines in the value of the underlying assets. The risk in purchasing options is limited to the premium paid by the fund for the options. The sale of call options generates income for the fund but may limit the fund's participation in equity market gains. The fund's investment adviser seeks to reduce the overall volatility of returns by managing a portfolio of options. It is non-diversified.

Contact Information

Address 129 NW 13th Street, Suite D-26
Boca Raton,FL FL 33432
United States
Phone (800) 950-9112

Top Executives

Name Title Since Until
Dominick Paoloni CIO (Chief Investment Officer) 2016 Now
Biography Managing Principal and Chief Investment Officer of IPS Strategic Capital, Dominick Paoloni has served the investment community for over 35 years. Dominick received his Certified Investment Management Analyst (CIMA®) through the Wharton School of Business and completed the College for Financial Planning’s CFP certification program. An Adjunct Professor at the University of Denver, he frequently lectures in Denver and internationally on the real-world use of derivatives in risk-defined money management. Dominick is a nationally known writer, facilitator, and radio host and commentator. In 2009, he was recognized by Morningstar Advisor Magazine for successfully protecting his clients against the disastrous 2008 meltdown with innovative portfolios which weathered the storm with only a small fraction of the market’s losses. He has also been featured in numerous other publications, including EQ Derivatives Magazine, Financial Planning Magazine, the Denver Post, and the Journal of Investment Consulting, which published one of his white papers. His life’s work is striving to deliver a risk management solution that doesn’t rely on market timing or asset allocation.
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