Since 1974, the strategy has been designed to maximize risk‐adjusted returns by combining the long‐term appreciation potential of stocks with lower volatility and income generation through covered call option writing.
The foundation of this approach is a portfolio of carefully selected large-cap equities. We consider stocks from a wide universe (Russell 1000®) and conduct fundamental research to identify what we feel are the best 25-45 individual companies that have exchange-listed options. We sell covered call options against these underlying stocks in an effort to generate additional income and lower overall portfolio volatility.
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