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The investment seeks current income and gains. Under normal circumstances, the fund's primary strategy consists of selling and purchasing put and call options on equity indexes and exchange traded funds ("ETFs"). The sale of put options generates income for the fund, but exposes it to the risk of declines in the value of the underlying assets. The risk in purchasing options is limited to the premium paid by the fund for the options.
Name | Title | Since | Until |
---|---|---|---|
Rudy Aguilera | Lead Portfolio Manager | 2010 | Now |
Biography | Rudy Aguilera has served as Ironclad Investments LLC ’s Chief Investment Officer and Portfolio Manager since its founding in 2010. From 2004 to 2010, Mr. Aguilera was a Principal of Helios, LLC (“Helios”), a registered investment advisor that offered investment advisory services. During this time, Mr. Aguilera served as the founding Principal and Chief Investment Officer of Helios. For the past four years, Mr. Aguilera has taught risk management to investment professionals as an instructor at the Chicago Board Options Exchange (“CBOE”). | ||
Tim Holtz | Chief Risk Officer | 2017 | 2022 |
Biography | Tim Holtz joined Ironclad Investments LLC in 2012 and became a Portfolio Manager for Ironclad Investments LLC in 2017. Previously, Mr. Holtz was a Senior Financial Analyst at SunGard and a Senior Pension Fund Accountant at the Bank of New York Mellon. Mr. Holtz is a CFA charterholder. | ||
Jon Gold | Portfolio Manager | 2010 | 2011 |
Biography | Jon Gold has served as Ironclad Investments LLC’s Chief Compliance Officer and Portfolio Manager since its founding in August 2010. From 2008 to August 2010, Mr. Gold was a Principal of Helios, where he served on the Investment Committee and aided in the development and implementation of the firm’s investment models. Prior to joining Helios, Mr. Gold served as the Director of Options for TD Ameritrade from 2004 to 2008, where he developed the firm’s option trading platform and helped expand the firm’s listed equity and index options business. |
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