Connors Investor Services, Inc.
Alta Trust Company
Maximize risk-adjusted returns by combining the long-term capital appreciation potential of stocks with the lower volatility and capital preservation features of covered call option writing.
The foundation of the Fund’s strategy is a portfolio of carefully selected large-cap equities. The security selection process emphasizes fundamental quality, strong profitability, low debt levels and proven management. The Fund will write covered call options against the selected securities. Calls will generally be written on between 25% to 75% of the total value of the portfolio. This strategy reduces the upside potential of the Fund in strong bull markets but provides immediate income and lowers portfolio volatility. In addition, the Fund may employ S&P 500® put options to minimize downside risk at its discretion.
Connors serves as the investment manager of the “Connors Covered Call Fund” maintained at Alta Trust Company.
The Fund is designed to serve the investment needs of tax-qualified, employer-sponsored retirement plans.