December 2024 Market Update: Hyperion Fund
Le Mans Trading
Tax Efficient Investment Strategies for RIA's, High Net Worth Individuals and Family Offices.
December: +2.07%
2024: +11.26%
Sharpe: 3.06
2023: +11%
PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS
Does Hyperion Fund make sense for you in 2025?
Investing in the Hyperion Fund can offer distinct advantages, particularly for those seeking steady, risk-adjusted returns with a focus on market independence.
Here are some key reasons you might find Hyperion appealing:
1. Consistent Performance:?Hyperion’s multi-strategy approach is designed to generate consistent, well-defined returns regardless of market direction, providing stability in volatile or uncertain environments.
2. Diversification Within:?Hyperion diversifies across multiple sources of alpha, reducing reliance on any single strategy and decreasing portfolio concentration risk.
3. Low Volatility, High Sharpe Ratio:?The fund has achieved an impressive annualized Sharpe ratio, indicating high risk-adjusted returns, with relatively low volatility since inception. This makes Hyperion a reliable addition to portfolios seeking moderate, steady gains.
4. Liquidity and Flexibility:?Unlike some alternatives, Hyperion offers monthly liquidity with NO LONG TERM LOCK-UP period allowing investors more flexibility to adjust their positions as needed.
5. Tax Efficiency:?The fund’s structure provides favorable 1256 tax treatment, allowing investors to benefit from the advantageous blend of long-term and short-term capital gains, enhancing after-tax returns.
6. Alternative to Traditional Bonds:?In today’s shifting bond market, Hyperion is viewed as a strong alternative for fixed-income investors, offering bond-like consistency without direct correlation to equities or traditional bonds.
Questions about Hyperion Fund?
The Hyperion Fund is a dynamically managed absolute return fund that utilizes S&P 500 options and futures for investment purposes. Our approach is grounded in a systematic, model-driven process guided by quantitative indicators.
Visit our?Website?or Schedule a call