An active equity strategy that seeks to outperform the broad equity market over the long term, while generating superior income with less volatility.
Investment Strategy
Actively manage a diversified equity portfolio that reflects our thematic and macro views, technical and fundamental analysis, and behavioral finance observations.
A diversified portfolio constructed with securities and low-cost, highly liquid ETF's.
An option overlay strategy is utilized to create additional income and manage portfolio outcomes:
Cash secured put-write approach is selectively used in a diversified manner across various sectors, security types, price points, and expiry dates. Our diversification strategy seeks to optimize the relationship between income created and managing risk. i.e., smartly capturing volatility risk premium.
Covered calls are selectively sold on the portfolio holdings to create additional income and manage portfolio risk.
Selectively utilize option positioning for hedging purposes.
This strategy avoids the use of leverage to enhance portfolio predictability, liquidity, and transparency.
