* Available in both an SMA and Collective Investment Fund
This strategy is designed to maximize risk‐adjusted returns by combining the long‐term appreciation potential of stocks with the low volatility and capital preservation features of covered call option writing. The foundation of this approach is a portfolio of carefully selected large‐cap equities. Our emphasis is on fundamental quality: strong profitability, low debt levels and proven management. We sell covered call options against these underlying stocks. While this strategy reduces upside potential in very strong markets, it brings in an immediate cash return and reduces portfolio volatility.