“Simplicity is the ultimate sophistication.”

– Leonardo Da Vinci

Investment Objective

Achieve similar long-term performance of the S&P 500 Index with less risk

Investment Strategy

  • Maintain investment in low cost, highly liquid S&P equity ETF.
  • Purchase exchange traded put options to provide downside protection.
  • Active seller of exchange traded call options to capture implied volatility premiums.

Investment Advantages

  • Reduced draw-downs relative to S&P 500 Index.
  • Attempt to achieve positive capture ratio greater than 1 by capturing the majority of the upside performance of the S&P 500 with lower risk.
  • Objective, quantitative, and disciplined risk management.
June 2022 West Hills Fund Growth Chart
Total Return %YTD1 Yr3 YrSince Reorganization
(10/26/2020)
West Hills Core Fund-14.21%-6.94%+15.38%
Index; Morning Star Moderate Conservative Target Risk TR-13.96%-12.35%-2.59
Category; Options Trading
S&P 500 TR-19.96%-10.62%+12.08%
Relative Performance %YTD1 Yr3 YrSince Reorganization
(10/26/2020)
West Hills Core Fund-14.21%-6.94%+15.38%
+/- Index; Morning Star Moderate Conservative Target Risk TR-0.25%+5.41%+12.08%
+/- Category; Options Trading
+/- S&P 500 TR+5.75%+3.68%+3.30%
Peak to Trough Monthly ClosingsYTD1 Yr3 YrSince Reorganization
(10/26/2020)
West Hills Core Fund-14.21%-14.21%-14.21%
S&P 500 TR-19.96%-19.96%-19.96%

Performance as of June 30, 2022

SymbolCUSIP
LEBOX352005201
Management FeesTotal Ratio
.99%1.5%

Contact Us

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Fund Manager

Alan McClymonds

Alan McClymonds has been portfolio manager of the West Hills Core Fund since October, 2020. He is personally invested in the fund.

Mr. McClymonds has over 35 years of investing experience. During his career he has been a portfolio manager for Western Asset in Pasadena, CA, and was a Sr. Managing Director for UBS in Stamford, CT.

Mr. McClymonds has a BA in Economics from Colgate University.