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Monday, July 12, 2010

Schwab Talks About His Collar

by: Hung Tran

In the Monday edition of the Wall Street Journal, Brenadan Conway casts the spotlight on Summit Portfolio Advisors's $31 million Collar Fund, which has been around for a little over a year.

In the article, Conway offers the fund as a way for investors to make returns without having to down a few Pepto Bismols along the way. The Collar Fund's portfolio's low risk features coupled with its hedged exposure to stocks aim to appease investors with a low appetite for volatility, according to the article.

"What the collar strategy does is take away the worst years, but it also takes away the best years," explains chief investment officer Thomas Schwab (no relation to the Chuck).

"After 2008's 37 percent drop in stocks, you needed nearly a 60 percent rebound to get back to break-even. We're willing to give up the really good years to avoid the really bad ones," he adds. 

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