Phillip Toews, CEO, and Dan Kullman, Director of Education and Training, Toews Asset Management discuss how advisors can navigate downside risk with hedging.
Toews Asset Management, founded nearly 25 years ago, centers its approach around tactical upside market exposure. The firm’s philosophy aims to deliver better investment outcomes over time by tapping into markets on the way up, and avoiding losses on the way down.
Grounded in investment research and behavioral finance, Toews‘ time-tested equity and fixed-income strategies are designed to help advisors tackle challenging markets cycles, mitigate risk and ultimately achieve long-term client goals.
Last year, Toews partnered with the Wealth Institute to launch the Behavioral Investing Institute. The research-based initiative was formed to provide deeper insights into investor behavior, especially during times of market uncertainty. The institute’s advisor resources and coaching program seeks to arm advisors with the tools needed to manage client expectations, prepare for market crisis, and effectively integrate risk mitigation into their portfolios.
To learn more, register and watch Toews Asset Management’s webcast: Skating on Thin Ice? Hedging In 2021.
Topics Include:
- The Behavioral Portfolio – Addressing Significant Declines
- How Hedged is your Hedged Equity Fund?
- Hedged Funds that Attempt to Defend Against Even Rapid Declines
- Avoid Capping Upside while Hedging Portfolios
Phillip (Felipe) Toews is the CEO and a Portfolio Manager at Toews Asset Management (2.1 Bil AUM). His management strategies focus on creating products designed to attempt to address investors’ economic and behavioral needs. Felipe is the founder of Toews’ Behavioral Investing Institute, a program devoted to helping advisors attempt to manage investor behavior through market challenges.
Dan Kullman is Toews Asset Management’s Director of Education and Training. He facilitates communications between the investment management team at Toews and its partners and producing advisors. Dan started his career as a stockbroker for Lehman Brothers and went on to become a founding member of an Equity and Fixed Income Money Manager before becoming a TAMP advisor consultant.