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29 sie 2008 · Schooner Fund Description. The Fund implements an actively managed single name covered call strategy against a diversified large cap equity portfolio. The Fund also selectively purchases convertible securities and index puts and spreads in an attempt to help reduce risk.
Schooner Investment Group provides investment management services to institutions and financial intermediaries seeking to preserve and build capital with a focus on sustainable, risk reducing investment strategies. The firm currently manages mutual funds, separate accounts, and private investment funds.
Scott Yaphe is a Managing Partner of Schooner Capital focused on investment opportunities in venture and growth-stage companies as well as alternative asset funds.
Founded in 1995, the Radnor, Pennsylvania-based RIA caters to banks and other institutional managers, as well as high net worth individuals. Then in 2008, Schooner launched the Schooner Fund, PMed by Schooner president and chief investment officer Greg Levinson.
Schooner Capital invests in private companies and public securities from a permanent capital base. We look across sector, stage and geography, with a premium on independent judgment and contrarian thinking.
The Fund is a hedged equity mutual fund that invests in a diversified portfolio US large cap stocks with an overlay of volatility based trading strategies designed to mitigate downside...
Schooner Fund Sector Allocation & Top Holdings *Fund Holdings and Sector Allocations are subject to change and are not recommendations to buy or sell any security. Information updated monthly.
