Anchor Risk Managed Equity Strategies Fund - Institutional Class
ATESX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 225 Pictoria Drive Cincinnati OH United States of America 45246
- IPO Date
- Sep 6, 2016
- CIK
- 0001644419
- Website
- anchor-capital.com
- Similar Companies
- Business
- Anchor Risk Managed Equity Strategies Fund - Institutional Class (ATESX) is a mutual fund that employs risk-managed equity strategies to seek long-term capital appreciation with downside protection. The fund invests primarily in U.S. equities through a combination of long positions in common stocks, exchange-traded funds, and derivatives such as options and futures; it utilizes proprietary risk management models to dynamically allocate exposure and hedge against market declines. Core offerings include active portfolio management focused on large-cap U.S. stocks, tactical asset allocation via collars and overlays, and institutional share class features with low minimum investments for qualified investors. Managed by Anchor Capital Management Group, LLC, founded in 1983 and headquartered in Boston, Massachusetts, the fund operates within the alternative investment segment targeting institutional and high-net-worth clients seeking equity-like returns with reduced volatility. Geographic focus centers on U.S. markets, with no significant international exposure. The fund complements Anchor's broader suite of equity strategies, including value, growth, and multi-asset products offered through separate accounts and other vehicles. In recent developments, the fund maintained stable operations amid 2024 market volatility, with no major acquisitions, funding rounds, or name changes reported; it continued to emphasize its risk overlay technology enhancements introduced in late 2023 for improved hedging efficiency. Anchor Capital expanded its strategic alliances in 2025, partnering with select fintech platforms for enhanced data analytics in risk modeling, supporting ongoing product refinements without structural reorganizations. These updates underscore the fund's commitment to adaptive strategies in evolving equity environments.