CFS FC W Pen-Sage Capital Equity Plus

The option uses a blend of quantitative and fundamental investment techniques to select long and short positions from within eight custom stock groups. Maintains a low net exposure to these groups which can control thematic risks in the portfolio and perform more consistently across varied market environments. The systematic quantitative strategy allows the option to exploit behavioral biases that exist across markets while the fundamental strategy uses the experience and insights of the investment team to identify investment opportunities.