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.
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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
The team leverages an active approach to options-based strategies, assessing relative-value opportunities to help enhance client returns.