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April 2022 Market Recap
After a partial recovery in March, the S&P 500® Index returned -8.72% for the month of April bringing its year-to-date return to -12.92%. Driving the ...
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2022 Active Overwrite Commentary – Q1
Read our Q1 Active Overwrite Commentary for a review of strategy performance and positioning during the quarter. 2022 Q1 Active Overwrite Commentary
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March 2022 Market Recap
The S&P 500® Index returned -4.60% in the first quarter of 2022 with monthly returns of -5.17%, -2.99% and 3.71% for January, February and March, respectively. War ...
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Active Overwrite Performance Summary – Q3 2021
After advancing in the first two months of the quarter, the culmination of concerns over coronavirus variants, the outlook for inflation, potential negative impacts of ...
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Index/RA Performance Summary – Q3 2021
After advancing in the first two months of the quarter, the culmination of concerns over coronavirus variants, the outlook for inflation, potential negative impacts of ...
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2021 Flagship (Index/RA) Commentary – Q3
Read our Q3 Flagship (Index/RA) Commentary for a review of strategy performance and positioning during the quarter. 2021 Q3 and Full Year Flagship (Index/RA) Commentary
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2021 Active PutWrite Commentary – Q3
Read our Q3 Active Putwrite Commentary for a review of strategy performance and positioning during the quarter. 2021 Q3 Active Putwrite Commentary
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2021 Active Overwrite Commentary – Q3
Read our Q3 Active Overwrite Commentary for a review of strategy performance and positioning during the quarter. 2021 Q3 and Full Year Active Overwrite Commentary
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2021 Active PutWrite Commentary – Q2
Read our Q2 Active Putwrite Commentary for a review of strategy performance and positioning during the quarter. 2021 Q2 Active Putwrite Commentary
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Active Overwrite Performance Summary – Q1 2022