Margin Monetization
Overview
Our Margin Monetization strategy provides incremental yield to holders of unencumbered marginable securities:
Utilizes a combination of our Futures Basis and Term Borrowing strategies to extract incremental portfolio returns.
Requires collateral like stocks, ETFs, bonds, treasuries, or other marginable securities.
Collateral used and type of account (Reg T vs Portfolio Margin) determine magnitude of expected incremental yield.
Features
| Current AUM | $1,485,450 |
| Minimum Investment | $500,000 |
| Inception Date | 4th October 2024 |
| Management Fee | Call to discuss |
| Performance Fee | Call to discuss |
| Holding Period | None |
| Structure | SMA |
Performance Snapshot
We do not publish performance for this strategy since performance is heavily dependent upon collateral and account margining characteristics