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 / Funds Manager