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Rating:A SoCal Shop Rides Into the Fund Biz Not Rated 5.0 Email Routing List Email & Route  Print Print
Tuesday, February 14, 2017

A SoCal Shop Rides Into the Fund Biz

News summary by MFWire's editors

Bernard Surovsky and Larry Kriesmer recently brought San Diego-based Measured Risk Portfolios into the world of mutual funds with the launch of the Measured Risk Strategy Fund.

Bernard Surovsky
Measured Risk Portfolios
Chief Investment Officer
A little over a year ago, Surovksy and his team began entertaining the idea of launching a mutual fund to take advantage of broader distribution and increased scalability.

"On a smaller account, it's much more viable to have a mutual fund structure," Surovsky, chief investment officer at Measured Risk Portfolios, tells MFWire. Kriesmer serves as chief compliance officer.

The fund launched on December 29, which allows it to begin establishing a track record immediately.

The fund mirrors the strategy from the Measured Volatility Portfolio, one of three portfolios that the firm offers to investors. It seeks to capture the inverse movement of volatility. Surovsky and his team use options to capture the movement of the inverse of volatility when they want to be exposed, and keep the rest of the investment in treasuries or cash.

A back-tested algorithm guides them on the level of exposure they should have and tells them when they should be out of the market entirely.

"We're able to capture most of the movement of what the underlying assets do while having a relatively small amount of capital at risk," Surovsky tells MFWire.

Right now, the fund currently has a little under $10 million in assets. As it grows, Measured Risk will be looking to expand its distribution team and add external wholesalers across the country.

Measured Risk Portfolios currently manages around $140 million in assets. 

Edited by: Katy Golvala

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