UM Strategy Fund R

The UM Strategy Fund is actively managed to seek high growth with low volatility by focusing on achieving positive returns no matter the market conditions. It invests primarily in U.S. stocks but also has a global reach, using a diverse mix of asset classes. The fund employs both long and short positions in derivatives, such as options, to enhance its strategy. By combining thorough company analysis with market trends, the UM Strategy Fund flexibly applies both market-dependent and market-neutral approaches to optimize its portfolio performance.