Our Investment Process:

Target a consistent and rising cash flow distribution that is not reliant on changing market conditions and aim to deliver favorable total return with reduced volatility over a normal 5-7 year market cycle. 

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Assess Perceived Fair Value

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Seek Option Premium

Hold to Perceived Fair Value

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Rebalance & Monitor

 

Monthly Manager Call

Our Chief Investment Officer & Chief Economist discuss strategy and the economy on the 2nd Tuesday of each month at 11:00am est. We invite you to listen in …

 

“In short, we aim to deliver the utility that money provides to investors at the time they need it.”

Darren Munn, CIO