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Toews Asset Management Refines Hedged Equity for Volatile Markets

When markets plummet, the traditional 60/40 portfolio often fails to protect capital, frequently triggering panic-selling that undermines long-term wealth. Toews Asset Management is responding to this vulnerability by expanding its defensive investment framework, aiming to replace investor anxiety with structural protection designed to withstand severe downturns.

Toews Asset Management Refines Hedged Equity for Volatile Markets

The firm’s approach, rooted in The Behavioral Portfolio philosophy, seeks to blend active downside defense with growth potential. Unlike standard products that may only hedge against minor declines, Toews emphasizes strategies built to remain robust as market crises intensify. President Eben Burr noted that these hedged equity strategies are intended to help investors pursue returns while actively managing exposure to sudden shocks.

To address growing advisor interest, the firm is launching a national education series. This includes a Chief Risk Officer Masterclass scheduled for August 20, 2026, and a string of virtual roundtables throughout the summer. These sessions aim to clarify how hedged equity compares to buffer ETFs and how to properly integrate these tools into existing client portfolios. For over three decades, the New York-based firm has focused on closing the risk management gap, providing advisors with the discipline required to maintain client focus during periods of extreme volatility.

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