Bond Premium Strategy

Investment Objective

  • Generate superior income relative to the investment grade bond market while limiting risk.

Investment Strategy

  • Obtains broad bond market or selected sector exposures through low cost, highly liquid ETFs.
  • Generates additional income through selectively utilizing covered call strategies and/or adopting put-write strategies in lieu of holding fixed income ETFs when volatility premiums are attractive.
  • Actively manages exposures to interest rates, credit and mortgage spreads.