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
  • Separate Account

Competitive advantages

Target

Outcome-oriented solutions

The team’s flexible, options-based strategies can help clients enhance income and return or protect against downside risk.

Team

Active management layer

The team employs a systematic approach but includes an active management layer not often found in options-based strategies.

Quality

Deep experience

The team first started managing options-based strategies in the 1970s.

Composite performance

Average annual returns Add Minus

Average annual returns

Data is unavailable at this time, please check back later.
Calendar year Add Minus

Calendar year

Data is unavailable at this time, please check back later.
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.

Contact Us

We look forward to helping you with your investment needs