Smart Equity. Redefined Portfolio Defense.
Rational Equity Armor Fund (HDCTX). Combining primarily large cap stocks selected by our proprietary analysis for growth from current economic conditions, and a dynamic volatility shield to maintain full upside growth without being called away.
Ticker
Institutional : HDCTX
Class A : HDCAX
Class C : HDCEX
The Challenge: Traditional Defense Restricts your upside.
For decades, investors leaned heavily on fixed income to hedge equity risk. However, in today’s macroeconomic landscape, bonds frequently fail to offer diversification when equities sell off sharply. Worse yet, many alternative “hedged equity” or option-overlay strategies cap your gains, forcing you to sell your best-performing stock positions just as market momentum builds.
Our Solution: Volatility Buffers Without Being Called Away.
As the strategy’s sub-advisor and portfolio managers, Equity Armor Investments deploys a rule-based quantitative framework. Not only do we create a dynamic risk shield to absorb market contractions, but our proprietary models actively seek to maintain full unconstrained upside growth potential—without your portfolio ever being called away.
Rational Equity Armor Strategy
Our proprietary models seek to maintain full upside growth without being called away.
Smart Equity
A core portfolio of large-cap domestic equities selected using our proprietary macro-driven economic model to identify sustainable secular growth.
The Volatility Shield
An overlay strategy utilizing VIX options and futures designed to provide explicit tail-risk defense and mitigate steep market drawdowns without capping stock upside.
Uncapped Growth
Unlike traditional covered call strategies that sell away your upside potential, our shield keeps the ceiling open so you capture full expansion during bull runs.
Strategic Alignment for Advisors & Family Offices
- Uncapped Upside Potential: Tailored specifically for long-term investors who require structural protection against steep drawdowns but reject the capped gains of covered-call products.
- Efficient Risk Management: Acts as a seamless, capital-efficient replacement for standard, low-yielding balanced products or lagging market-neutral funds.
- True Volatility Expertise: Built and actively managed by institutional market veterans with over 65 combined years of dedicated floor-trading, options, and VIX market-making experience.
Portfolio Management Team
The Rational Equity Armor Fund is sub advised and managed daily by Equityi Armor Investments Leadership Team.
- Brian Stutland– Chief Investment Officer
- Luke Rahbari – Chief Executive Officer
- Joe Tigay – Chief Trading Officer
Fund Profile
Class
Institutional
Class A
Class C
Ticker
HDCTX
HDCAX
HDCEX
Min Initial
$2,500
$2,500
$2,500