LDRX seeks to deliver enhanced income and capital appreciation by investing in stocks of companies it considers “market leaders”. The portfolio focuses on companies with consistent leadership in earnings, debt, and valuations, and adjusts positions based on changing risk/return profiles and idiosyncratic risks.
This active strategy aims to generate an “enhanced yield” by an options overlay. This approach seeks to generate income from premiums while keeping costs low.
LDRX may also invest in ETFs and other funds to support diversification and liquidity. With risk management at its core, the strategy seeks equity growth with income generation through options.
Designed for investors looking to experience income derived from two distinct sets of holdings: 1) dividends that are generated from a diversified portfolio of global equities that historically generate attractive dividends, and 2) an enhanced income component derived from an ultra-short-term options strategy that seeks to provide additional daily income.
Managed Risk ApproachTM utilizes dynamic hedging through call options or underlying futures.
SGI Portfolio Managers have deep expertise in multi-asset income investing, including asset allocation, tactical positioning, and rigorous research.
