ABR Dynamic Funds Introduces "Smart Volatility" Mutual Fund
New Entry Allows Mutual Fund Investors To Diversify With Volatility
NEW YORK, March 29, 2016 /PRNewswire/ -- ABR Dynamic Funds, LLC, a New York-based asset management firm, is introducing its "Smart Volatility" mutual fund, the ABR Dynamic Blend Equity and Volatility Fund (ABRVX). The fund, driven by algorithms designed to anticipate and dynamically rebalance during market volatility, is a welcome source of diversification intended to improve portfolio performance in turbulent markets.
"Volatility has long been seen as a one-dimensional threat," explains Taylor Lukof, CEO of ABR Dynamic Funds, LLC. "We believe volatility also represents opportunity and have designed a 'Smart Volatility' fund that allows investors to manage volatility as they would any other asset class in their portfolio."
Composed of S&P 500 Index (SPX), CBOE Volatility Index® (VIX® Index), and cash exposures, the ABR Dynamic Blend Equity and Volatility Fund rebalances daily based on current and anticipated volatility. The Fund is designed to hold each security in approximately the same proportion as its weighting in the ABR Dynamic Blend Equity & Volatility Index - Powered by WilshireSM.
Lukof credits his experience as an options specialist and the expertise of his team of computer scientists with the development of the firm's proprietary algorithms. "Traders and professional investors have profited from volatility by seizing opportunities in volatile markets. Our fund allows all investors to employ 'Smart Volatility,' in the same opportunistic manner with a reasonable percentage of their portfolio."
"The ABR Dynamic 'Smart Volatility' fund represents an innovative way for investors to manage volatility with S&P 500 and VIX exposures," commented Bill Speth, Vice President of Research and Product Development at the Chicago Board Options Exchange® (CBOE®). "We are delighted to work with Taylor and his team in making our products available to a broader audience of investors who prefer to invest in mutual funds, so they can capture the power of volatility as an opportunity versus a threat."
The ABR Dynamic Blend Equity and Volatility Fund is currently available through advisors on over 25 distribution platforms. For more information, please visit www.volfunds.com.
About ABR Dynamic Funds
ABR Management LLC, the parent company of ABR Dynamic Funds, was founded in 2010 by Taylor Lukof as a research-focused trading group managing internal proprietary capital. In March 2015, ABR Dynamic Funds, LLC was formed, as a subsidiary of ABR Management, to license intellectual property from the parent company in order to create indices and liquid alternative solutions for clients.
There are risks involved with investing including the possible loss of principal. Investing is subject to risk; investment return and principal value will fluctuate, and upon redemption, shares may be worth more or less than the amount originally invested. The Funds may be non-diversified, and fluctuations in individual holdings will have a greater impact on the Funds' performance. The Funds may also invest in derivative instruments, and a small investment could have a large potential impact on the performance of the Funds. Investors should carefully consider the investment objectives, risks, charges and expenses of the Funds before investing. To obtain a prospectus containing this and other important information please call (855) 422-4518 or download a prospectus online at www.volfunds.com. Read the specific Funds' prospectus carefully before you invest. Distributed by Foreside Fund Services, LLC. © 2015 ABR Dynamic Funds, LLC
CBOE®, Chicago Board Options Exchange®, CBOE Volatility Index® and VIX® are registered trademarks of Chicago Board Options Exchange, Incorporated (CBOE).
SOURCE ABR Dynamic Funds, LLC
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