Investment Objectives
Covered Call Philosophy
The Covered Bridge Fund writes calls on approximately half of each equity investment. By doing this over the long term a portfolio may show less volatility and create more income.
Our management team is not compensated on performance relative to an index but are shareholders in the fund. This allows us to focus on delivering goals to the clients instead of taking on outsized risk in order to chase performance. As long-term investors, we understand the need for stability and income in Large-Cap investment selection.
Reasons to Consider Investing in The Covered Bridge Fund
The Covered Bridge Fund has sought to provide clients current income and realized gains from writing options with capital appreciation as a secondary objective. Click here to contact one of our team members for more information.