Solvenz Fund Strategy

The Solvenz Growth Fund’s strategy is to purchase carefully selected life insurance policies that are beyond the contestability period. The Fund seeks to build a large diversified  portfolio across numerous sectors, including but not limited to carrier  concentration, expected maturities, gender, age, medical impairment, geography and face value size. In order to properly implement a buy and  hold strategy.

The Fund seeks to isolate mortality risk and build a large  sample size. Since policies are held through maturity, the managers  employ extremely detailed actuarial and financial analysis to ensure that  policies purchased are accounted for longevity risk as well as other  variables of the statistical profile

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