Overview

The Proto fund is a pre-launch fund that is designed as a proof-of-concept.

The Proto fund is an equity fund with derivative overlays. This involves a combination of long equity positions, and derivative positions in order to enhance returns, primarily using option-income strategies. The Proto fund can invest in US and AU instruments.

The Proto fund is benchmarked against the Nasdaq Composite, S&P500, and ASX200.

Note: The Proto fund does not take outside capital and only manages founder capital. The Proto fund’s returns are not a guarantee of future returns in other funds.

Performance

The Proto fund has been active since 3 July 2023. Returns are quarterly returns. Note that the fund does not take outside capital. Returns are unaudited and do not represent future performance.