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“Take the Fruit and Not the Tree”

Our research study challenges conventional wisdom and takes a deep dive look into the 4% rule, sequence risk, & the integrity of cash flow.

 

Explore our research…

 
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CAMELOT PREMIUM RETURN FUND

The Fund seeks to achieve its investment objectives of current income with capital appreciation primarily through equity-based option writing strategies including cash-secured puts and covered calls. The premium the Fund receives from writing options potentially generates gains for the Fund. The Fund may also invest in dividend-paying or non-dividend-paying common stocks with market capitalizations of at least $1 billion. 

Tickers: CPRFX / CPRIX

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CAMELOT EXCALIBUR SMALL CAP FUND

The Fund seeks to achieve its investment objectives of current income with capital appreciation primarily through equity-based option writing strategies including cash-secured puts and covered calls. The premium the Fund receives from writing options potentially generates gains for the Fund. The Fund may also invest in dividend-paying or non-dividend-paying common stocks with market capitalizations below $4 billion.

Tickers: CEXAX / CEXIX

 

Target a consistent and rising cash flow distribution that is not dependent 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

Fundamental cash flow analysis to target buy and sell price range of individual equity positions

Seek Option Premium

Sell cash secured put options as a buying discipline and covered calls as an exit discipline.

Hold to Perceived Fair Value

Seek to participate in growth to perceived fair market value of individual equity positions.

Rebalance & Monitor

Active monitoring of positions. Seek to take advantage of discounted value created by market volatility


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, CFA / Camelot Funds Manager

 

We understand that internal fees are a potential barrier to using mutual funds. We also know that fund performance is an important factor in evaluating success. During our initial call we want to address questions and provide clarity.

 
 
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SCHEDULE CALL

We want to hear about the way you build portfolios and your preferred investment management strategy.

 
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GET CLARITY

During our call we will cover best practices for utilizing the fund and address any questions you may have related to the fund (access, fees, and/or performance, etc).

 
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TAKE NEXT STEPS

We determine next steps based on your desired outcomes, and look for opportunities for our Relationship Manager to provide the necessary information for your next client review.

Schedule a call below:

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Call Toll Free: 855-CPR-FUND

Corporate Headquarters
Camelot Funds
1700 Woodlands Drive, Suite 100
Maumee, OH 43537