Easy to understand fees and investment performances
Investments only in the health care industry, providers, insurance, and health care product manufacturers.
Our team’s database skills are utilized to efficiently identify firms with sound financial positions.
Strong and steady cash flow is a key indicator of a company’s ability to generate reliable dividends therefore we look for companies with a consistently good cash flow history. In this fund we also hold funds for at least a year to avoid the short-term gain tax.
A mathematical algorithm is used to determine when to invest in S&P 500 Index ETF or Futures. Total notional principals of derivatives are less than the capital therefore there is no leverage effect.