The new funds -- the Stadion Trilogy Fund and the Stadion Olympus Fund -- launched last week.
"Our two new products will help round out the spaces on our funds risk-reward continuum, both domestically and internationally, so that our investors have investment solutions that address every type of market condition," said Brad Thompson, chief investment officer at Stadion.
Company Press Release
WATKINSVILLE, Ga., Apr 02, 2012 (BUSINESS WIRE) -- --Trilogy is Stadions Lowest Volatility Strategy; Olympus is Firms First Purely International Fund
Stadion Money Management ( www.stadionmoney.com ), a money management firm known for its technically-based alternative investment solutions that aims to capture most of the market's good times and miss most of its bad times, today launched two mutual funds that will serve to balance out the firms roster of investment products.
Stadions two legacy funds, Core Advantage Portfolio and Managed Portfolio, are designed for optimal operation in either up or down markets, with the objective of capturing the markets up trends and missing its down trends. Both funds skew to investing in domestic ETFs.
With the addition of the Stadion Trilogy Fund, Stadion now offers an investment solution designed to address all market conditions. It is the first Stadion strategy constructed to help investors navigate sideways, choppy or flat markets. The Stadion Olympus Fund has an international focus, giving investors an opportunity to hedge their domestic holdings with exposure to non-U.S. markets.
An inescapable conclusion about the financial markets is that they are unpredictable and illogical, and are often volatile, said Brad Thompson, Chief Investment Officer at Stadion Money Management. Our two new products will help round out the spaces on our funds risk-reward continuum, both domestically and internationally, so that our investors have investment solutions that address every type of market condition.
Stadion Trilogy Fund
Stadion Trilogy comprises a three-part blended portfolio designed to produce absolute returns annually, with an emphasis on lower risk and volatility than the U.S. equity markets. The three underlying investment strategies employed by Trilogy to outperform the markets include:
-- Collared Equities -- 30+ blue-chip, dividend-paying stocks or ETFs that invest in those types of companies. This strategy superimposes a collar to limit downside risk, and produces additional returns via dividends. The collar includes short calls and long puts.
-- Option Income -- domestic fixed income securities or fixed income ETFs. This tranche includes option strategies designed to generate income while protecting against downside risk. Option Income performs best in flat to slightly up or down markets.
-- Trend -- attempts to profit from large price changes in trending equity markets. Trend uses options and financial instruments to seek additional upside and limit losses. It performs best in prolonged up and down trending markets.
Stadion Olympus Fund
Olympus employs a tactical international focus with the ability to be fully defensive if Stadions models indicate its warranted, with equities exposure ranging from 0-100%.
This fund uses the same three-step selection process as Stadions Managed Portfolio -- invest during favorable conditions, invest only in leaders, and manage exposure to reduce risk. This process output is the identification of 10-15 emerging and/or developed market ETFs, which can be either broad-based or country, sector and/or regionally focused. Each position is managed individually with strict sell criteria.
About Stadion Money Management
Established in 1991, Stadion Asset Management is an independent firm headquartered near Athens, Georgia. Stadions proprietary money management process focuses on minimizing risk and participating in up markets through ETFs and cash. As of 12/31/11 Stadion managed approximately $5.4 billion. Visit Stadion Money Management at www.stadionmoney.com .
An investor should consider the investment objectives, risks, and charges and expenses of the Stadion Funds carefully before investing. The prospectus contains this and other information about the Funds. A copy of the prospectus is available by calling Stadion Funds directly at (866) 383-7636 or Stadion Money Management, LLC, the investment advisor, at (800) 222-7636. The prospectus should be read carefully before investing. Distributed by Ultimus Fund Distributors, LLC
General Risk Information: Investment in the Funds is subject to investment risks, including, without limitation, market risk, management style risk, risks related to fund of funds structure, sector risk, fixed income risk, tracking risk, risks related to ETF net asset value and market price, foreign securities risk, risks related to portfolio turnover and small capitalization companies risk. Since each Fund is a fund of funds, an investor will indirectly bear fees and expenses charged by the underlying ETFs and investment companies in which the Fund invests in addition to the Funds direct fees and expenses. More information about these risks and other risks can be found in the Funds prospectus.
Trilogy Specific Risk Information: Derivative instruments can be volatile and the potential loss to the Fund may exceed the Funds initial investment. Derivative instruments may be difficult to value and may be subject to wide swings in valuations caused by changes in the value of the underlying instrument. The use of these instruments requires special skills and knowledge of investment techniques that are different than those normally required for purchasing and selling securities. The Fund could also experience losses if it is unable to close out a position because the market for an instrument or position is or becomes illiquid.
Olympus Specific Risk Information: The Funds foreign investments generally carry more risks than funds that invest strictly in U.S. assets, including currency risk, geographic risk, and emerging market risk. Risks can also result from varying stages of economic and political development; differing regulatory environments trading days, and accounting standards; and higher transaction costs of non-U.S. markets.