Options-Based Portfolio Hedging & Yield Enhancement
Sentry Capital Management develops options-based investment strategies for investment advisors and investors seeking to enhance portfolio yield, reduce downside risk, hedge concentrated stock positions and maintain long-term equity exposure.
About
Founded on the belief that equity markets are extremely efficient and can be difficult to outperform with stock selection, we utilize Options to enhance yield and reduce risk.
Our mandate is to always be hedged utilizing a rules-governed approach to mitigate downside exposure while maintaining an Equity long-bias.
Multi-dimensional Strategies
Our Passive and Active approaches allow us to harvest market returns while reducing downside risk without performance drag
Why Sentry
Reliability of Strategies
Our strategies are independent of market conditions and has shown enhanced returns across market cycles
Risk Management
Our disciplined risk framework is designed to limit company-/sector–specific volatility, and our rules governed approach maintains mandate to always be hedged
As risk in the market rises and the need for hedging portfolios and concentrated positions becomes more apparent, the demand for expertise increases
