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Rating:The WSJ Takes Notice of Funds' Options Strategies Not Rated 5.0 Email Routing List Email & Route  Print Print
Monday, April 04, 2011

The WSJ Takes Notice of Funds' Options Strategies

News summary by MFWire's editors

The Wall Street Journal's Reshma Kapida today takes a look at funds employing options strategies such as covered calls to generate extra returns or hedge against losses. (The article is part of the Journal's monthly "Investing in funds" special report section.

Funds that use the covered calls strategy in their portfolios include Bridgeway Managed Volatility, which over the past three years has reportedly averaged a 170-basis-point return annually, beating 70 percent of the long-short funds with which Morningstar groups it. Other funds employing the hedge-like strategy include Neiman Large Cap Value; Gateway [see profile], Aston/M.D. Sass Enhanced Equity; Schooner Fund [see profile]; and Tilson Dividend [see profile]

Edited by: Hung Tran

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