Outlier Growth + Index Income

Outlier Growth + Index Income

Outlier Growth + Index Income

Separately Managed Account | Inception Date: 04/01/2021

The Outlier Growth strategy seeks capital appreciation by attempting to identify stocks early in a growth cycle. These equities are viewed as candidates that could dramatically outperform the stock market, hence the name ‘outliers.’ The strategy also seeks monthly cash flow from option premiums through a long-term, time-decay, premium-capture approach utilizing put-credit spread on the S&P 500 Index or similar exchange-traded funds (ETFs).

Strategy Highlights

Portfolio Management Team