Quarterly Update 2024 Q1 Q4 2023 Quarterly Update. Topics will include commentary on current market conditions, performance reports regarding our suite of hedged equity solutions, and research/analysis.

Seeking Sustainable Income Regardless of Fed Policy With VettaFi

Escaping the Devil’s Bargain Investors diving into passive covered call strategies in pursuit of yield might have made a 'devil’s bargain'. Research into such strategies indicates a strong negative relationship between income and total return. We explore this research and how a highly active approach may be the antidote to the dilemma.

Episode 51 | "Special Segment with Yohance Harrison"

Episode 50 | "Addressing Economic Uncertainty"

Does Portfolio Construction Matter? With VettaFi

Special Segment with Cameron Dawson