Solutions
“With a unique set of growth, preservation and income strategy designs, Gamma helps clients confidently navigate markets and volatility throughout varied market environments.“
- Hans Albrecht, CEO and CIO, Gamma Capital Advisors.
Gamma Custom Overlay Strategy Design
We take your portfolio and customize an overlay solution that makes sense to you - income generation, downside protect, put sale, credit spreads - one strategy or several, we decide together what is best for you or your client.
Gamma US Covered Call Design
Gamma’s large cap call overlay strategy maintains a steadfast belief in equity holdings for the long-term. At the same time, the potential for lower volatility and additional income via covered call option writing may serve as a perfect compliment to the core holdings. "Own stocks and have them pay you extra rent."
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Holding 25-35 individual US-based stocks while tactically writing in a range of 30%-65% against total equity holdings.
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Focusing on monetizing market sentiment via covered calls while maintaining a bullish yet slightly defensive posture
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Available via separately managed retail account
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Option premiums are tax-favoured as capital gains for Canadian investors
Gamma US Covered Call and Put Design
Gamma’s call + long put strategy. We will strategically sell covered calls against large cap equity holdings and use a portion of the premium received to buy protective puts. These partial protective collars can often serve to buffer against larger market downdrafts. This is upside growth combined with downside protection – a good sleep-at-night formula.
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Holding 20-30 individual US-based stocks and an S&P500™ ETF
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Opportunistically selling covered calls for income, while tactically adding protective puts to protect against defined downside moves in markets
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Available via separately managed retail account
Gamma Tactical US Opportunity Design
A combination of covered calls and cash-covered puts for a better risk-adjusted approach to long only.
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Aiming for 10-15 individual exposures via equity + short call, cash-covered puts and equity replication through in the money calls and risk reversals. This is about putting multiple strategies to work as opportunity arises.
Gamma Gold Miner Covered Call Design
One of Gamma’s favourite covered call strategies due to the unique structure of precious metals volatility – contact us to learn more about “the perfect covered call storm”.
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Holding 12-17 individual US-listed gold and silver producers while applying 20-40% coverage in written calls
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Active management of positions, staggering of coverage, buying back of harvested calls at low premiums – full oversight and active approach
Concentrated stock positions
Do you have clients with large, concentrated stock positions, perhaps of sentimental value? No problem – we can seek to generate income and look for downside hedges in order to protect positions while avoiding tax-triggering equity sales. Reach out to us to explore a simple roadmap to dealing with these unique kinds of holdings.
Traditional portfolio asset allocation
Gamma has extensive experience in managing US and Canadian-based sector and index funds – we can start with a financial plan and then take the proper steps to ensuring that you can focus on servicing clients while we give you the overlay guidance you require.