Equable Shares Hedged Equity Fund
STRATEGY HIGHLIGHTS
-
Defensive equity strategy seeks to deliver:
-
Income: generated by writing call options
-
Upside Participation: equity exposure tracks S&P 500
-
Downside Risk Mitigation: call premium buffer + put spread
-
-
Additional benefits targeted by strategy:
-
Rolling Quarterly Returns: seeks pre-defined outcome relative to S&P 500
-
Tax Efficiency: emphasis on limiting or avoiding taxable events
-
Experience: PM has traded options and managed risk for over 3 decades
-