Enhanced Hedge Partners

eip4

INTRODUCTION TO ENHANCED ALTERNATIVE INCOME PARTNERS LLC:

Enhanced Alternative Income Partners has developed a series of institutionally focused, alternative, domestic equity income strategies, intended to compliment and support the short/intermediate term cash management needs of the mid-market and institutional marketplace i.e. corporations, insurance companies, endowments and foundations.

The objectives of the Enhanced Alternative Income Partners accounts is to achieve above average, non-correlated absolute returns; commensurate with recognized and controlled levels of risk, over a full market cycle. The appropriate benchmarks of the accounts are a blend of STIFF fund Indices and non-directional, non-leveraged, market neutral domestic equity funds.

The Enhanced Alternative Income Partner’s approach consists of a customizable series of non-directional, stable value, market neutral funds which are to be independently and professionally managed, based upon each individual client’s specifications, as displayed herein.

The dynamic weightings of the investment allocations within each long and short portfolio will be determined by a proprietary Enhanced Dynamic® overlay methodology. The Enhanced Dynamic® investment process has produced important and significant cost vs. return benefit comparisons over full market cycles, which are clearly demonstrable, repeatable and extremely attractive.

The funds shall remain fully invested in both the long and short portfolios throughout the complete market cycles. There are no expectations of directional, tactical allocation or market timing on the part of Enhanced Investing with any of the strategies.  By design of the models, the most often a change in the allocation structure is once in a 12 month period of time.

Enhanced Investment Partners LLC is experienced in incorporating the Enhanced Dynamic® methodology into portfolios containing independently managed separate accounts, index funds, ETFs, Collective Investment Funds (CIF’s) and mutual funds; dependent upon the client’s stated preferences, goals and objectives. We do not direct the day-to-day stock selection and trading activities of individual portfolios [which is the responsibility of independent, style adherent investment management firms, and/or mutual funds], which considerably reduces potential conflicts of interest with our clients.

The Enhanced Alternative Income Partners back-tested strategies displayed and discussed herein, represent the application of the Enhanced Dynamic® strategic domestic equity asset allocation methodology, with recognized independent domestic equity indices, as displayed and discussed herein and in greater depth at: www.EnhancedDynamic.com  & www.EnhancedInvesting.com

Please note the disclosures, discussion and statements regarding the Enhanced Alternative Income Partners Active Portfolios [Conservative and Moderate], and the use of ADJUSTED index back-test results, which have been prepared to reflect the benefit of active Investment management strategies, while avoiding unfounded claims of selection bias and data mining of individual investment manager candidates. 

 

Fund Structures:

Enhanced Alternative Income Partners offers 4 differing investment alternative strategies:

  • Enhanced Alternative Income Conservative Index Series
  • Enhanced Alternative Income Conservative Active Series
  • Enhanced Alternative Income Moderate Index Series
  • Enhanced Alternative Income Moderate Active Series

 

 

CONCEPT DISCUSSION:

The Enhanced Alternative Income Series is a non-directional, market neutral, domestic equity approach employing recognized style adherent domestic equity index funds [The ‘Index Series”], and/or independent, active,  style adherent investment managers [The “Active Series”]. The foundation strategy is predicated upon the long index portfolio to be dollar-for-dollar offset by the short index, thereby eliminating substantial market or “Beta” risk of the underlying equity portfolio.

The origin of the alternative income will be from the excess “alpha” equity returns provided from the returns generated by the long index portfolio, in combination with the excess returns generated from the offsetting short index portfolio (the Dual Alpha source); plus a minor return from the Treasury Bill portfolio, less any interest expense due to the leveraging, and short security borrowing costs.

The strategic, dynamic equity index allocations will be based upon the Enhanced Investment Partners, Enhanced Dynamic® methodology, from the over-weighting of the in-favor (and more profitable) domestic equity style and capitalization size, and under-weighting the out-of favor (and less profitable) equity style and cap size.  Proceeds of gains and losses will be reinvested within the strategy, and will be realized and distributed upon the request of the client.

The stable value expectations of the entire portfolio are due to the dollar neutral weightings of the long and short portfolios, in addition to the short portfolio being comprised of exchange traded or index funds (and thereby avoiding normal and typical short portfolio extremes (both positive and negative) as discussed within the www.EnhancedInvesting.com website.

 

FUND STRUCTURES:

Enhanced Alternative Income Partners offers 4 differing investment alternative strategies:

which are discussed in greater depth herein, and on the www.EnhancedInvesting.com website.

 

IMPORTANT NOTE: THE ATTACHED HISTORIC PERFORMANCE COMPILATIONS ARE BACK-TESTED RESULTS BASED UPON THE FULL IMPLEMENTATION OF THE ENHANCED DYNAMIC® INVESTMENT OVERLAY, APPLIED CONSISTENTLY OVER THE ENTIRE STUDY PERIOD, WITH RECOGNIZED INDICES.

BACK-TESTED PAST PERFORMANCE IS NOT GUARANTEED  THIS MATERIAL REPRESENTS AN ASSESSMENT OF THE MARKET ENVIRONMENT AT A SPECIFIC TIME AND IS NOT INTENDED TO BE A FORECAST OF FUTURE EVENTS OR A GUARANTEE OF FUTURE RESULTS. THIS INFORMATION SHAOUL NOT BE RELIED UPON BY THE READER AS RESEARCH OR INVESTMENT ADVICE OR RECOMMENDATION TO BUY/SELL ANY SECURITY IN PARTICULAR. INVESTMENT FACTORS ARE NOT FULLY ADDRESSED HEREIN.  

 

 

 

disclosures