The Giralda Fund is designed to seek long-term capital appreciation. We attempt to provide risk-managed exposure to the equity markets, with the goal of limiting asset depreciation during both protracted and catastrophic market downturns while allowing participation in up-trending markets.
Currently, The Giralda Fund has approximately $250 million under management.
The articles below, authored by portfolio managers Jerry Miccolis and Marina Goodman, provide background information on the philosophy and strategies that informed the creation of The Giralda Fund.
- “Next Generation Investment Risk Management: Putting the ‘Modern’ Back in Modern Portfolio Theory,” Journal of Financial Planning, January 2012.
- “Dynamic Asset Allocation: Using Momentum to Enhance Portfolio Risk Management,” Journal of Financial Planning, February 2012.
- “Integrated Tail Risk Hedging: The Last Line of Defense in Investment Risk Management,” Journal of Financial Planning, June 2012.