EQHEX

About EQHEX

Equable Shares Hedged Equity Fund Class I is a mutual fund that seeks to provide a balance of income, long-term capital appreciation, and risk mitigation. Its primary function is to participate in the performance of the S&P 500 Index by investing in a diversified selection of equity securities that track the index, while simultaneously employing options strategies—such as writing call options and establishing put spreads—to generate additional income and reduce downside risk. This approach categorizes the fund within the options trading and defensive equity strategy sector, where risk-managed equity exposure is a central feature. The fund periodically distributes dividends, typically on a quarterly basis, and aims to maintain a moderate level of turnover. Institutional investors often utilize this fund as a way to access U.S. large-cap equities with an integrated risk management overlay, making it relevant for those seeking a blend of market participation and volatility control in their portfolios. The fund’s structure is designed to appeal to investors who desire equity market exposure with some measure of downside protection, distinguishing it within the broader landscape of equity mutual funds.