Equities plus options
Systematic generation of market-independent income through option overlay and dividends.
In addition to traditional dividends, our options offer premiums that are particularly appreciated by our income-oriented investors. Our private clients like the buffering effect of this extra income. Since we only manage a small number of mandates per portfolio manager, we can achieve the individual return expectation of each client with a higher probability. We only use listed options on companies with a market capitalization of more than $20 billion.
Options make the risk of a portfolio more calculable and are particularly suitable for investors who do not believe in an unconditional continuation of the stock market boom.