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. 


Assess Perceived Fair Value


Seek Option Premium

Hold to Perceived Fair Value


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