Investment Solutions

Since 1974, this 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.

• Inception 1974
• Investing in 35-45 individual U.S.-based stocks while strategically writing against a range of 25%-75% of total shares in an attempt to lower volatility and increase income.
• Total Return, Income Focus, Defensive.
• Strategy accessible via Separately Managed Account and Collective Investment Fund.

• Inception 2019
• Investing in 33-37 individual small company stocks and one ETF. We systematically write covered calls against the passive sleeve in order to lower volatility and generate income.
• Strong cash flow will moderate portfolio volatility, finance potential put protection and provide modest protection in down markets.
• Strategy accessible via Separately Managed Account.

When we manage one of our Index Active BuyWrites, we attempt to deliver attractive risk-adjusted returns by investing in a passive index ETF and managing an active options-overlay to help generate income and lower overall volatility. At times, a portion of the call premiums generated may be used to purchase a limited amount of protective puts as a way to further reduce volatility.

• S&P500^®, SPY
• Russell 2000^®, IWM
• MSCI International, EFA
• MSCI Emerging Markets, EEM
• Nasdaq Invesco, QQQ
• Strategy accessible via Separately Managed Account.

The aim of the strategy, which has been a specialty of Connors since our founding in 1969, is to provide returns greater than those of large company stocks. We define a “small company” as any publicly traded company with an equity market capitalization between $250 million and $4 billion upon initial purchase.

• Inception: 1974
• The objective of the strategy is to provide returns greater than those of large company stocks.
• We define a “small company” as any publicly traded company with an equity market value generally between $250 million and $4 billion.
• Strategy accessible via Separately Managed Account.

This unique approach towards “small cap” attempts to deliver attractive risk-adjusted returns by investing in an active portfolio of 33-37 carefully selected individual U.S. small company stocks, along with an allocation to a passive ETF representing the Russell 2000^® Index. The strategy will systematically write/sell covered calls against the ETF and, on occasion, purchase protective puts to help lower volatility and generate modest income.

• Inception 2019
• Investing in 33-37 individual small company stocks and one ETF. We systematically write covered calls against the passive sleeve in order to lower volatility and generate income.
• Strong cash flow will moderate portfolio volatility, finance potential put protection and provide modest protection in down markets.
• Strategy accessible via Separately Managed Account.

The Connors Tailored Options Service can work with concentrated holdings and manage an Options-Overlay strategy to complement the positions, potentially helping to protect, diversify and/or generate additional income.

• Tailored solutions since 1974.
• Concentrated Index ETFs and Individual Stocks.
• Stock exit strategy.