55. Mutiny Funds - The Defense Strategy

We are excited to introduce a new addition to our suite of investment strategies - The Defense Strategy.

It combines Mutiny Fund’s Volatility Strategy and Commodity Trend Strategy. The Volatility Strategy is designed to act as a so-called ‘black swan’ investment, achieving asymmetric gains in times of high volatility or tail risk (e.g. March 2020). The Commodity Trend Strategy is designed to profit during inflationary periods (e.g. 2022) as well as during extended ‘crisis periods’ for stocks and bonds (e.g. 2008).

In combining these two exposures, the Defense Strategy seeks to achieve flat to slightly positive returns during positive periods for stock and bond portfolios while providing its most significant returns in periods of equity market drawdowns or high inflation.

The Defense Strategy is part of the holistic Cockroach Strategy and is intended as a diversifier to be combined with offensive assets in an investor’s portfolio such as stocks, bonds, and private equity.

In this podcast, Jason Buck (Mutiny CIO) and Taylor Pearson (Mutiny CEO) talk through how and why we developed the Defense Strategy and the role we believe it can serve in investors’ portfolios.