This strategy is designed for investors with a long-term horizon as a holistic equity index investment protected for severe market downturns.  Sophisticated executed algorithms systemically reduce hedging costs, identify and take advantage of market derivative mispricing. 

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The strategy calls for allocating 3.23% of the overall equity investment to the hedging component for optimal performance.  High returns have been generated historically during virtually all severe drawdowns resulting in a profit producing hedge in periods of extreme market volatility.

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• Actual S&P Enhancement Strategy yields have been audited by E&Y and outperformed the S&P by 4.3% annually on average for close to 12 years.

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• The strategy produced outsized returns during virtually all extreme market drawdowns – exactly when portfolio managers need to protect their clients and stand out from the competition.

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• A key holistic benefit is a profit producing hedge structure that gives portfolio managers the confidence to allocate significantly more of their portfolio to publicly traded equities versus continuing the course of investing in low-yielding fixed income products.

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• The downside protection may reduce capital requirements for an insurance company or pension plan under Solvency II.

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• Using an S&P index correction of 20% as an example, the effect of the DBG enhancement historically resulted in a yield of 877.5% net of fees for the Capital Invested (i.e. without the combination of the S&P). This equates to a yield of 29.25% net of fees for the full S&P-enhanced asset protected portfolio. 

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• DBG’s underlying strategy metrics based purely on capital invested would put it on top of most hedge fund rankings based on average annual returns if it were a stand-alone strategy

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