MEET THE MANAGERS

Jon Havice

Chief Investment Officer
DGV Solutions

DGV Solutions was founded on the principle that we can help asset owners improve return, lower risk/volatility, and lower correlation to traditional betas. Our two additional goals are lowering fees and improving liquidity. We do this by identifying and developing unique strategies in liquid markets, whose value can be supported by empirical data and academic research. We then strive to optimize the implementation of those strategies and systematically execute them via a rules-based approach.

The DGV U.S. Large Cap Strategy, as executed through the DGV Enhanced U.S. Equity Fund, employs a collateralized put-write strategy in an effort to improve the risk/reward dynamics of investing in U.S. Large Cap equities.

DGV Solutions works collaboratively with clients to develop and implement customized strategies, in an effort to protect and enhance outcomes. These solutions may include overlays, tail hedging, risk premia and factor exposures, diversifying/uncorrelated strategies with positive return expectations, and opportunistic tactical ideas.

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