Overview

At Gargoyle we strive to meet the unique needs of each of you - our clients. We believe that every equity portfolio can benefit from disciplined and efficient hedging. Whether you're an Individual Investor or an Institutional Client, we work with you and your financial team to find the product that is right for you.

For Individual Investors, the TCW | Gargoyle Hedged Value Fund, which is advised by TCW and sub-advised by Gargoyle, seeks long-term capital appreciation with lower volatility than a stand-alone stock portfolio. The Fund aims to achieve this outcome through a combination of buying undervalued stocks and selling overpriced index call options. The Fund is available for purchase under the symbol TFHIX and TFHVX on popular platforms.

For Qualified Investors, our Flagship Gargoyle Hedged Value Fund invests in a portfolio of relative-value stocks using our proprietary stock selection methodology, and utilizes index options to target a 50% net-long market exposure. Our Gargoyle Enhanced Alpha Fund is a market-neutral version of the GHV strategy, which features both an expanded universe for stock selection, and increased reduction of market exposure through the sale of index call options to target a 0% net-long market exposure.

For the Institutional Investor we offer an Options Overlay Service that is custom tailored to meet the needs and investment objectives of each of our Institutional Clients. Through a dynamic index options overlay program we seek to simultaneously reduce the risk and enhance the performance of an Institutional Investor’s existing equity portfolio.