IPSAX

About IPSAX

IPS Strategic Capital Absolute Return Fund Institutional Class is an alternative mutual fund designed to pursue total return through an options-based strategy. The fund primarily engages in the selling and purchasing of put and call options on equity indexes and exchange-traded funds. By selling put and call options, the fund seeks to generate income, but this approach introduces exposure to market fluctuations and can limit participation in broader market gains. At the same time, purchasing options allows the fund to manage risk exposure, with potential losses capped to the premiums paid. The investment adviser aims to reduce the overall volatility of returns by actively managing the fund’s portfolio of options. Although the fund is non-diversified, it incorporates holdings across growth and value stocks with a focus on risk-adjusted performance rather than raw market tracking. Well-suited for investors seeking diversification and alternative sources of return, this fund plays a distinctive role in portfolios aiming to complement traditional equity and fixed income positions, particularly in varied market environments.