Average annual returns
Average annual returns
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Calendar year
Calendar year
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Alternative
Call Overlay Strategy
The strategy aims to reduce volatility, trade off uncertain equity market gains in exchange for consistent option premiums, and manage risk relative to the underlying equity portfolio.
Products offered
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Separate Account
- Call Option Overlay
Competitive advantages
Outcome-oriented solutions
The team’s flexible, options-based strategies can help clients enhance income and return or protect against downside risk.
Active management layer
The team employs a systematic approach but includes an active management layer not often found in options-based strategies.
Deep experience
The team first started managing options-based strategies in the 1970s.
A flexible approach to creating outcome-oriented solutions
Composite performance
Our team
Meet the investment team
The team leverages an active approach to options-based strategies, assessing relative-value opportunities to help enhance client returns.
Key risks
Market risk: Security markets are volatile and may decline significantly in response to adverse issuer, regulatory, political, or economic developments with different sectors of the market and different security types reacting differently to such developments.
Alternative investment risk: Alternative investment strategies, which may include, but are not limited to, investing in nontraditional investments such as commodities, or following risk premia, managed futures, merger arbitrage, global multi-asset, long-short, market-neutral, systematic, or other tactical investment strategies, may involve complex security types or transactions and extensive short positions and/or focus on narrow segments of the market, which may increase and/or magnify the overall risks and volatility associated with the strategies.
Foreign securities risk: If a strategy invests in the securities of non-U.S. issuers, these investments may be subject to lower liquidity, greater price volatility, and risks related to adverse political, regulatory, market, or economic developments and may be affected by changes in foreign currency exchange rates.
Investors should know that this strategy deployed may be subject to additional investment risks. For important information about the investment manager, please refer to Form ADV Part 2.
