Large Cap Equity Strategy

Our flagship active overlay strategy sits atop various passive asset class indices, with the goal of providing enhanced return with reduced risk.

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Strategy Details

Inception Date

11/01/2013

Accessibility

Contact us to learn more about our SMA strategies

Minimum Investment

$200,000

Investment Process

01

Select Asset Class

Select the asset class and ETF investment that best represents the asset class and the following attributes: cost efficiency, liquidity and transparency.

02

Overlay

Attach Overlay to selected asset class and generate cash flow through index option investing while actively managing risk.

03

Combined Solution

The combination of the selected asset class and the overlay aim to provide asset class exposure with higher return/income potential, complements traditional investment factors and targets a more consistent source of excess return.

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