How WFS Funds are different

Risk, Debt, Liquidity

• Like other hedge funds, our funds employ strategies that expose the investor to unusual and complex areas of risk. However, we have a fund that is conservative and less aggressive than the overall stock market, while still producing stock market-like returns. This strategy could be considered an alternative to other fixed income strategies. Like other hedge funds, our funds risk architecture may be complex.


• Most hedge funds implement leverage to intensify returns. Without leverage these other funds may only produce a few percentage points of profit per year. Borrowing against your investment and using the borrowed funds to leverage up their strategy is a core component to their fund creating a reasonable profit. However, debt leverage also creates significantly higher risks to the investor. Warren Financial manages the risk by offering a strategy that uses zero leverage.


• Other hedge funds withhold investments, causing difficulty for those looking to redeem assets. The reasoning behind this is that many funds invest in assets that have a low level of liquidity. We provide a strategy that is liquid. While we still implement some of the standard clauses you would find in any hedge fund, all of the assets in the fund are easily valued and traded daily on an exchange, causing withdrawal of investments to be possible.