Description

This fund invests in a curated selection of the advisor's most favored U.S. equity holdings, with the dual objectives of achieving capital growth and generating income. Equity positions are chosen through rigorous fundamental analysis, prioritizing strong quality and attractive value characteristics. One segment of the portfolio is dedicated to direct stock ownership, upon which the fund sells out-of-the-money call options. The remaining portion holds cash reserves, which serve as collateral for a strategy involving the sale of near-the-money put options. These various option-selling techniques are primarily employed to produce regular revenue or to offer a modest protective measure when acquiring new stock positions. All decisions regarding buying and selling are informed by the fund advisor's overarching macroeconomic and microeconomic perspectives on the U.S. equity market.