Hedged Equity Peer Review 2022

We regularly look at some selected peers in the hedged equity space to highlight the group and our Buy and Hedge Retirement performance.

Of note, on the 5-year annualized return for Buy and Hedge, we outperformed our peers aside from one. This goes for the 3-year time frame as well. On a risk adjusted basis, utilizing a Sharpe Ratio, we are in the upper half.

During 2022, we had previously mentioned that due to the relative underperformance of some short-duration high yield fixed income, we underperformed.

It’s worth mentioning that in late Q3 of 2022, we adjusted out of high yield and into short duration US Treasuries to further reduce risk.

You can click on the image below to get a closer look.