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Growth & Income Strategy

Equity Portfolio

Enhanced Income with Covered Call Sales
The Growth and Income Portfolio seeks to provide investors with equity income by collecting dividends and covered call premiums while optimizing the tradeoff between option premium income and upside price participation based on current market conditions.

Dynamic Stock Selection
The Growth and Income Portfolio employs a systematic approach to security selection through the application of a multifactor model to identify quality companies that exhibit consistent profitability and are attractively valued given their price appreciation potential and  consensus growth projections. A proprietary financial model assists in the Portfolio’s buy/sell discipline by determining both the timing and identification of replacements.

Limited Downside Protection & Volatility Reduction
The dividend and call premium cash flows collected help preserve and grow invested principal by serving as a buffer by offsetting the impact of stock price declines during adverse market conditions.

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