What We Do

Specializing in low volatility equity allocations for institutional mandates, Van Hulzen Asset Management (VAM) has over 14 years experience in managing an active covered call strategy.

VAM has extensive experience with institutional investor mandates. We offer a covered call strategy in an SMA format as well as a covered call mutual fund.

Covered Call Team

Covered Calls Explained

A covered call strategy, also known as a “buy-write” strategy, owns a portfolio of equity securities and “covers” them with options for the purpose of generating income, hedging and producing improved risk-adjusted outcomes for equity allocations.

Today’s macro environment, with historically low yields and elevated risks, is particularly well suited for covered call strategies, as these strategies typically offer a lower risk allocation for equity portfolios and a high yield alternative for fixed income allocations.

Covered Call Positioning

Our Covered Call Strategy

Van Hulzen’s Covered Call strategy is an institutional-quality covered call portfolio in the actively-managed space. The portfolio consists of high quality equities, driven by a sound fundamental framework, and a call option writing process that seeks to increase income, probability of positive outcomes and to reduce overall portfolio volatility.

The strategy does not chase option yield or seek to add alpha through quantitative option analytics. It is a pure, simple and successful buy-write portfolio built from the bottom up.

Covered Call Investment Process