The MDP Low Volatility
Fund seeks to provide capital appreciation & mitigate volatility.
MDP was founded in 2020 with an emphasis on being a premier provider of efficient, liquid derivative strategies. We strive to be a trusted partner and a conduit for vital insights into the often-opaque derivative space. We believe our proprietary methodology strategy, which adjusts to the market volatility regime, may provide a comprehensive risk-adjusted return.
MDP believes employing one volatility strategy is unsuitable for all market conditions. Sourcing the ideal market hedge should depend on current volatility conditions. Our program is designed to provide the most efficient downside buffer without completely sacrificing upside returns. Using a combination of long equities and publicly traded equity options, MDP provides a long only, daily liquid, transparent, low-cost solution to provide equity returns with significantly reduced volatility.
Dennis Davitt and Michael McCarty together have over 65 years of experience in the equity and derivative markets. Over the past decade they have been primarily managing portfolios for large institutional investors, including pensions and endowments. With the addition of MDPLX to their separately managed account product suite, they are providing their proprietary investment strategy to the retail marketplace. This allows all investors to benefit from their deep knowledge of financial markets and the institutional quality portfolio strategies they manage.
NATIONAL SALES TEAM
Scott Hanling, National Sales Manager (NC, SC, VA)
Eric Martz, Regional Director
James McCaffery, Regional Director
(AZ, CA, IL, NV)
Kris Reigler, Regional Director
(IN, MI, OH)
Brian Summe, Regional Director
(IN, KY, MI, OH, W. PA, TN)
For additional information, feel free to email us at firstname.lastname@example.org
Send us a message, and tell us more about your situation and client needs. We will get back to you shortly. For a fund prospectus, please call the number below.
MDP LOW VOLATILITY FUND
Ultimus Fund Solutions, LLC. - P.O. Box 541150, Omaha, NE 68154
Toll Free - 833.914.3344
Monday - Friday: 9am - 5pm
Saturday: By appointment