SRHR aims to provide income by combining US REIT exposure with a strategic covered call writing strategy. The funds adviser considers both macroeconomic and industry trends when selecting positions for the funds portfolio. Securities are selected based on several quantitative and qualitative factors considered most favorable for long-term capital appreciation. The funds adviser employs a fundamental, bottom-up, value-driven evaluation process to select 20-30 individual REITs. US listed, exchange-traded or FLEX call options are tactically written against select securities in the portfolio to potentially generate additional income. There is no minimum or maximum portfolio value in which options are written. As an actively managed fund, the funds adviser has full discretion in managing the portfolio of individual REITs and call options.
公司网站 :
https://prod-srhrfunds.srhfunds.com/
总经理:-
建立时间:2023
公司总部:Elevation Series Trust SRH REIT Covered Call ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds