WEEI is an actively managed fund that aims to invest in equity securities of North American energy companies. Stocks considered for the portfolio engage in the oil, gas, consumable fuels, or energy equipment and services. The funds advisor uses a bottom-up framework focusing on fundamental criteria such as cash flow and growth projections to select 20-25 stocks. Single stock covered call writing strategy is also employed, aiming to provide monthly income and capital appreciation. In addition, the strategy aims for 10-20% less volatility and beta than the S&P Energy Select Sector Index. The call options written are typically 1-month contracts, averaging 3-5% out-of-the-money, and sold on a monthly recurring basis.

ประเภทสินทรัพย์

Equity

ผู้ออกกองทุน

Westwood

ประเทศที่จดทะเบียน

US

วันที่จัดตั้ง

1 พ.ค. 2567

ISIN

US90386K5719