Amid Uncertain Forecasts, Consider a Core Strategy That Has Thrived in Both Bull and Bear Markets

Wednesday, April 12, 2023

1:00 PM EDT | 10:00 AM PDT

60 minutes

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Economists remain divided on whether a recession is coming, and after a chaotic 2022, investors are struggling to read the tea leaves on the market. Given the uncertainty, investors may need an all-weather strategy with low correlations to stocks and bonds that has potential to generate returns no matter which way the markets turn. Join the experts at Core Alternative Capital and VettaFi as they discuss a distinct US large cap strategy that seeks to actively balance downside risk with a disciplined options strategy.  

The topics covered will be:

  • How the Core Alternative ETF (CCOR) seeks risk-managed returns that are indifferent to market direction. 
  • An overview of the current markets. 
  • A primer on how an active options strategy can help mitigate downside risk. 

Please click here for standardized performance. Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance of the fund may be lower or higher than the performance quoted. Performance data current to the most recent month end may be obtained by calling 800-617-0004 (ETF INFO). Performance figures are net of all fund expenses (gross expense ratio is 1.07%). 

To determine if this Fund is an appropriate investment for you, carefully consider the Fund's investment objectives, risk factors, charges and expense before investing. This and other information can be found in the Fund's full or summary prospectus which may be obtained by calling 800-617-0004 (ETF INFO) or visiting our website at Read the prospectus carefully before investing or sending money.  

Investments involve risk. Principal loss is possible. There is no guarantee that the Fund will achieve its investment goal. All risks associated with this fund should be carefully considered before any investment decisions are made. In addition to the normal risks associated with investing, the Fund also includes the following risks specific to the particular investment strategy the fund employs: Derivatives Risk, Dividend Paying Security Risk, Equity Investing Risk, ETF Risks, Hedging Risk, Large Capitalization Companies Risk, Management Risk, Market Events Risk, Models and Data Risk, Options Risk, Sector Concentration Risk. For the list of applicable risks, and their descriptions, please refer to the fund's Prospectus found at  

Opinions expressed are subject to change at any time, are not guaranteed, and should not be considered investment advice. 

Beta: The beta (β) of an investment security (i.e., a stock) is a measurement of its volatility of returns relative to the entire market. It is used as a measure of risk and is an integral part of the Capital Asset Pricing Model (CAPM). A company with a higher beta has greater risk and also greater expected returns. The Core Alternative ETF is distributed by Quasar Distributors, LLC.   


Peter Simasek, PhD, CFA Headshot

Peter Simasek, PhD, CFA
Portfolio Manager
Core Alternative Capital

Daniel Gamache, CFA Headshot

Daniel Gamache, CFA
Executive Director
Core Alternative Capital

Todd Rosenbluth Headshot

Todd Rosenbluth
Head of Research