QVOL seeks high current monthly income by investing in equity securities and options linked to the Nasdaq Composite Index, utilizing blended option strategies to generate returns from premiums and dividends. It is actively managed, hence is not limited to the Index and may invest in securities outside of it. The funds option portion involves selectively purchasing and writing put and call options on equity securities and indices to generate high income and manage risk. Meanwhile, the adviser uses a top-down approach in constructing the equity portfolio, incorporating global macroeconomic factors to focus on undervalued stocks. A variety of quantitative, qualitative, and relative valuation factors are also considered in the selection process. The funds investment philosophy emphasizes risk management, discipline, and consistent application of the strategy.

資産クラス

Equity

運用会社

InfraCap

設定国

US

設定日

2026年5月12日

ISIN

US81752T3611