PERFORMANCE VS S&P 500
FreeLife performance represents the compounded return of proprietary capital deployed through the active investment strategy. Returns are calculated monthly net of transaction costs and are inclusive of unrealized profits or losses. The S&P 500 is shown solely as a reference benchmark. Past performance does not indicate future results.
Returns are generated through actively managed, strategically hedged positions, with capital allocated according to opportunity rather than benchmark weightings.
THE STRATEGY BEHIND THE PERFORMANCE
Capital is deployed primarily through equity derivatives, combining bi-directional positions with strategic hedging. We prioritise asymmetric opportunities where we believe potential upside materially outweighs downside risk, while maintaining the flexibility to reduce exposure when conditions are unfavourable.
ASYMMETRIC POSITIONING
Exploiting market inefficiencies seeking to create favourable asymmetry between risk and potential return.
Dynamic capital rebalancing
Profits are strategically realized and rotated across systems to offset risk and leverage opportunities
ACTIVE risk MANAGEMENT
Risk is managed dynamically through strategic hedging, as market conditions, valuations and portfolio risk evolve.