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
Seeks capital appreciation from exposure to U.S. growth companies which attract significant institutional interest.
Active management of the SMA focused on mitigating downside risk of individual companies.
Diversification beyond typical ‘blue chip’ equity portfolios.
The overlay targets cash flow generation for increased returns in exchange for additional market volatility.