Our Newest Fund

The Sherpa Diversified Returns Fund (SDRF) looks to protect capital in declining markets, generate steady yield in flat markets, and provide significant participation in rising markets.  The SDRF has a long bias with net exposure levels averaging about 50% over the long term.

The fund managers are net sellers of options, which allow them to generate yield for the Fund, but they systematically use some of the proceeds to purchase options that provide profitable opportunities as well as options that protect the portfolio from market declines.  Most of the funds core holdings have been purchased at very attractive price/earnings ratios (although they have some exposure to growth companies).  The Fund is mandated to be well-diversified and concentrations of risk are avoided at all times.

The SDRF has provided superior returns, lower volatility and, most importantly, has been proven to preserve capital in market downturns.  Our vast experience in managing equity and options portfolios has given us the skill set to be able to successfully manage these exposures in even the most extreme volatility, and provides Sherpa a clear edge in generating superior returns.