HEMI combines long-term equity growth potential with income-generating investments. The strategy focuses on large-cap US stocks and a laddered call writing strategy. Stock selection involves using fundamental research, quality metrics, business momentum, and attractive relative valuations. The portfolio aims for diversification by including stocks of different companies from different industries. HEMI attempts to generate incremental income by employing a laddered call writing strategy writing short-term call options with staggered expiration dates, typically around one month, which allows for flexibility in rolling positions. These options, which may include FLEX options, are written on the SPDR S&P 500 ETF Trust (SPY) or on the S&P 500 Index. The sub-adviser believes that this may provide a consistent upside appreciation profile compared to a written call option portfolio with a single position.

資產類別

US Equity

發行機構

Hartford

註冊地

US

成立日期

2025年12月16日

ISIN

US41653L8349