Flexibility
A no-load mutual fund designed to profit from rising and falling markets.

"The game of Chess is not merely an idle amusement; several very valuable qualities of the mind are to be acquired and strengthened by it, so as to become habits ready on all occasions; for life is a kind of Chess."
- Benjamin Franklin

"When the chess game is over, the Pawn and the King go back into the same box."
- Italian proverb

"Every Pawn is a potential Queen."
- J. Mason, 19th Century Irish chess master

"The handling of the Rooks demands a great understanding of the strategy suited to a particular position."
- L. Pachman, Czech Grandmaster

"What do you want to achieve or avoid? The answers to this question are objectives. How will you go about achieving your desired results? The answer to this you can call strategy"
- William E Rothschild

"Pawns are the soul of chess."
- F.A.D. Philidor, 18th Century chess strategist

"Knights are the curvy pieces that bring a circular aspect to an essential linear game."
- J. Rowson, Scottish Grandmaster

"Whenever you have a Bishop, keep your pawns on opposite color squares."
- J.R. Capablanca, Cuban World Champion 1921-1927
What’s Different About this Fund?
The Fund offers investors flexibility in growing their assets through long or short strategies that take advantage of the intermediate and long-term trends in the market. The Fund advisor utilizes a global macro-economic outlook by watching for a number of influences that make the markets move and attempts to capitalize on trading and investing opportunities, with the goal of capturing profits.
There are very few mutual funds that have the ability to invest in any sector, worldwide, or to take the entire portfolio to cash if investment managers do not like what they see in the market. Most funds are restricted by their charters to have their assets in a tightly defined style box. Those funds cannot search for opportunities outside of their limited investment parameters. They generally may have only a small percentage of their funds in cash and they cannot go short. Thus, those funds are at the mercy of their investment sector and the overall market. However, even when sectors and markets collapse, this Fund will strive to make money by going short or changing investment sectors. Less than 200 out of more than 5,000 funds have the ability to go short. And, even fewer have the ability to go completely to cash for temporary periods.