AssetTV Interview with Robert Cagliola, Robert Hahn, and Rick Rosenthal
Hedged equity is one approach worth understanding. Connors Investor Services' co-portfolio managers Rob Cagliola and Robert Hahn recently sat down with AssetTV to walk through how actively managed hedged equity strategies work and how they differ from the rules-based approaches most advisors are familiar with.
What's Covered:
How dynamic options writing seeks to reduce portfolio volatility without the rigid upside caps of buffer ETFs
Why stock selection drives the process, with options serving as the risk management layer
How hedged equity strategies can fit within broader portfolio construction
Presenters:
Robert W. Hahn, CFA
Portfolio Manager
Robert J. Cagliola, CFA
Portfolio Manager
For informational purposes only. Not investment advice. All investments involve risk, including loss of principal. Options strategies involve additional risks and are not suitable for all investors. There is no guarantee any strategy will achieve its objectives.
