Investment Philosophy


IRON’s investment philosophy focuses on delivering highly competitive absolute and risk-adjusted returns within a framework that emphasizes minimizing downside risk. We believe through active management, that utilizes a combination of index based securities for portfolio diversification, fundamental security selection, and the proprietary overlay of hedging strategies, we can achieve highly favorable returns over full market cycles. This approach allows IRON to engineer its investment solutions to be highly liquid, fee competitive, and provide high value added results to clients.

We believe, through our market making expertise and strong quantitative skills and experience, we are able to consistently identify inefficiencies and opportunities in the market place and deliver value over the long term.

We believe we can consistently capitalize on specific market inefficiencies to achieve attractive absolute returns and high value added for our clients across each of our different investment strategies, which include:

Absolute Return Focused Capabilities:
           - Hedged Credit Strategy

Enhanced Return Capabilities:
           - Options Enhanced Global Equity Strategy
           - Options Enhanced S&P 500 Equity Strategy

Traditional Long-Only Capabilities:
          - Convertibles Strategy
          - Investment Grade Corporate Strategies

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