BPV Funds (1)

Option-Based Risk Management

BPV Wealth Preservation Fund

US> Multi-Cap > Growth

Aug 14, 2015

Financial markets are inherently volatile and at times investors can suffer from large declines. George Hashbarger, Jr., portfolio manager of the BPV Wealth Preservation Fund, employs a variety of option strategies in an attempt to limit the decline in the portfolio while capturing as much of the upside as possible over a business cycle.