Shield Plus Alternative Investment Funds

Energy Risk Management

Are rising energy costs squeezing your institution's budget?

Energy prices and volatility have skyrocketed since 2000. Institutional clients, such as universities, colleges, charitable organizations, non-profits and corporations, can capitalize on this energy price volatility and limit their energy expenses by using Shield Plus' energy risk management, Shield Plus Dynamic Cap. To gain a better understanding of managing your institution’s energy costs, contact our Portfolio Management Team or read our article on investments to help manage institutional energy budgets called, "Energy Grandstand.”

Alternative Energy & Inflation Fund

Is rising inflation impacting your investment strategy?

Sophisticated investors are realizing that they can no longer rely on just traditional assets to cover the expense of rising inflation. Shield Plus' Alternative Energy & Inflation Fund’s market-neutral and net long volatility approach creates the opportunity (not the guarantee) to capture gains regardless of market direction in energy and inflation-related markets. Is it time to review your investment strategies? Contact Shield Plus or read our article, “The Rush to Commodities—Consider a Market-Neutral Investment,” regarding CalPERS and other institutions move to invest assets into energy and raw material markets.

Escalator Funds

Do you need alternative investment funds that perform and protect your principal?

Increased stock market volatility and extremely low interest rates can create a dilemma for conservative investors who are trying to keep pace with inflation. The Shield Plus 90 Escalator provides an inflation hedge and absolute floor where 90% of principal is protected.

Which "green" alternative investment strategies will prove the test of time?

Some “green” stock valuations have outpaced the rise in energy prices. If crude oil prices would spill, what will happen to “green” stock valuations? Which green investments should you invest in? Shield Plus will launch the “Go Green” Escalator fund in 2008. This alternative investment fund will protect 70% of investor principal and capitalize on volatility using our proprietary market-neutral and net long volatility investment approach. If you are interested in learning more about our "Go Green" Escalator Fund, please contact Shield Plus.

Shield Plus = Performance + Protection

Performance: Shield Plus Alternative Energy & Inflation Fund is ranked #1 over the three-year period (2004 to 2006) for option-based strategies in “The Barclay Institutional Report.”
Protection: Shield Plus investment strategies use only fully-covered positions with no borrowed leverage; conservative investors may take advantage of an absolute floor in our Escalator Funds.
Shield Plus LLC is an institutional investment advisor, registered as a Commodity Trading Advisor and Commodity Pool Operator. Shield Plus was founded in 2001 by James L. Mahnke, earner of the #1 ranking in “The Barclay Institutional Report,” as well as top-quartile and top-third rankings at ING/ReliaStar and Alliance Capital (now AllianceBernstein). The Shield Plus Portfolio Management Team has more than 85 years of institutional investment experience.

To learn more about our Alternative Investment Funds, contact Shield Plus.

Disclosures

This literature may contain forward-looking statements; Shield Plus LLC does not guarantee or insure that such events and forecasts will occur. This literature and Shield Plus products are strictly designed for accredited investors; if you are not an accredited investor and receive this literature in error, please disregard. This web site is not intended as and does not constitute an offer to sell any securities to any person.

Shield Plus Mission

Our goal, over any 3 to 5 year market cycle, is to jointly protect and add value. It is not just Shield Plus’ experience and dedication that achieve this mutual objective—it’s also our innovative market-neutral investment approach. That fully-covered option approach jointly limits risk to a calculable amount and capitalizes on market volatility to add value. That's profitable risk management.

We are a net long volatility manager that does not anticipate market direction—we are different.

James L. Mahnke
Shield Plus Founder

The biggest investment opportunity over the next twenty years may be the Shield Plus “Go Green” Escalator Fund. If you are interested in learning more about this fund, please contact Shield Plus.