AGENA Investment Management

AGENA Investment Management LLC specializes in volatility-controlled portfolio construction that preserves capital and reduces risk during periods of sustained volatility while realizing gains in trending markets producing a significant compounded growth effect over time. AGENA provides a unique solution to market volatility by capitalizing on the inefficiencies of the options hedging market that allows the strategy to buy low and sell high during periods of persistently high realized market volatility. This creates a positive return stream during periods of market volatility similar to downside protection but without paying the high cost of volatility carry. During lower volatility or “trending” regimes, the strategy looks to track the market. The net result of these two risk exposures is a return stream that can be described as convex -- with low downside deviation and a low max drawdown, especially when compared to traditional benchmarks like the S&P 500. AGENA’s strategies are model driven based on econometrics and broad market structures. This removes emotions and investor sentiment and allows the model to profit from inefficiencies these bring to the market. All investments carry risk and all investment decisions of an individual remain the responsibility of that individual. There is no guarantee that systems, indicators, or signals will result in profits or that they will not result in losses. The material on this page is not intended to constitute investment advice or an offer to sell, or the solicitation of an offer to purchase shares or other securities. Investors should always obtain and read an up-to-date investment services description or prospectus before deciding whether to appoint an investment manager or to invest in a fund.