PMV Hedged Equity Portfolios
Diversification beyond bonds
The PMV Hedged Equity Portfolios pair a static equity allocation with the PMV Hedge Sleeve – a set of powerful diversifiers chosen for how they interact within the portfolio, not for their standalone returns.
The Hedge Sleeve seeks to offset equity risk and generate returns in different market environments, giving the portfolio multiple ways to stay stable when markets are under pressure. The goal is straightforward: maintain equity exposure, reduce risk, and provide more reliable outcomes. Built differently to behave differently.
Static equity + diversifying hedge sleeve
The portfolios are anchored in a static, passive U.S. Equity position to maintain exposure to growth potential. The equity position is paired with the Hedge Sleeve, which uses three powerful diversifiers specifically chosen for how they respond to varying market conditions.
First LINE OF DEFENSE:
Long/Short Equity
Structurally designed to provide negative correlation during sharp equity drawdowns.
SECOND LINE OF DEFENSE:
MANAGED FUTURES
Seeks to benefit from prolonged market trends, especially in extended downturns.
broad diversifier:
SYSTEMATIC GLOBAL MACRO
Targets uncorrelated return sources across global stocks, bonds, commodities, and currencies.
A more efficient
approach to scaling risk
Traditional portfolios scale risk by increasing or decreasing equity exposure. As a result, aggressive investors lose diversification benefits and conservative investors sacrifice growth.
The PMV Hedged Equity Portfolios avoid this tradeoff by using leveraged ETFs to increase notional equity exposure without increasing dollars at risk. This enables aggressive investors to access greater growth potential and maintain the same diversification as conservative investors.
Portfolio lineup + implementation