THE GIRALDA FUND (GDAMX)

advised by Giralda Advisors

The Giralda Fund (GDAMX) is closed to new investors. The Giralda Risk Managed Fund (GRGIX) is open to new investors as of 5/28/2014. Objectives, strategies and operation are identical to those of The Giralda Fund.

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. Meet The Giralda Fund Team.

The Giralda Fund is particularly suited to shareholders who wish to stay fully invested in the equity markets and delegate the responsibility of making proactive adjustments in an effort to protect themselves from adverse market conditions.

Articles

NEW "Don't Be Lulled into Complacency--Portfolio Risk Management Remains a Necessity"
Jerry Miccolis authored this article currently appearing on Morningstar.com

NEW "Risk Managed Investments: Costs, Benefits and Benchmarks"
Jerry Miccolis is featured in FA Talks, an interview series produced by S&P Dow Jones Indices

“How Moving Average Strategies Can Really Work."
Advisor Perspectives,
October 2014
“Are You Well Diversified?” What Does That Really Mean?
Journal of Financial Planning,
September 2014
"Giralda Fund Celebrates Three Years, Earns Four Stars" DailyAlts
“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