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About 50/57 FUND

How do you grow your money and outperform the major indices without risk to principal The new 50/57 Fund is designed to create a safe, worry-free investment allocation in the equity market that enables investors to grow capital in bull markets, hedge their investment in bear markets, and generate long-term cumulative returns far exceeding the S&P 500 benchmark over the long-term. The 50/57 fund strategy since its 2008 inception has generated almost four times the cumulative returns of the S&P 500 with half of the risk (76.16% vs.19.47%). Previously, the 50/57 fund was exclusively used as an proprietary hedging strategy for the long-only SML Capital Activist Fund (2008-2013).

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MicrosoftWalmartWells Fargo
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50/57 FUND Frequently Asked Questions (FAQ)

    CB Insights
    Looking for a leg up on competitive, customer and technology insights?
    CB Insights puts confidence and clarity into your most strategic decisions.
    See how. Join a demo.
    Join a demo
    Trusted by the world's smartest companies to:
    • Predict emerging trends
    • See competitors' playbooks
    • Stalk the smart money
    • Identify tomorrow's challengers
    • Spot growing industries
    • Kill analyst data work
    Let's see how we can help you!
    MicrosoftWalmartWells Fargo

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