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We use derivative overlay strategies to actively manage equity
portfolios creating alpha (yield enhancement) or structuring
downside protection. By working with our proprietary methodology
based on quantitative modeling and real-world trading experience,
we develop custom option overlay strategies for these portfolios
that meet clients' objectives. By either creating alpha (yield
enhancement) or structuring downside protection, we put our
clients in a better position to potentially beat their chosen
benchmark while optimizing their risk-return profile. By understanding
our client's investment strategy, we can also develop optimal
entry and exit points for equity purchases and sales. Through
active daily management of positions, we can react to changing
market conditions by minimizing exercise risk on covered call
positions, thereby allowing the client to participate in the
equity appreciation above the call strike. In summary, we
create value for our clients’ at all three decision
points for an equity investment within their portfolio from
entry point to holding period, and to exit point, regardless
of investment philosophy. |
