FAMCO Covered Call

Overview

Started in 1997, the FAMCO Covered Call strategy seeks to produce equity-like returns with lower volatility and lower beta. The strategy invests in a diversified portfolio of approximately 30-50 domestic equity securities which are combined with an active covered call writing strategy on each individual equity holding. The option overlay strategy is optimized for each equity position and dynamically managed seeking to maximize call premium income while minimizing exercise risk. Actively managing both the equity holdings and the call option strategy aims to capture some upside appreciation potential during increasing markets and generates income that reduces risk exposure during declining markets.

FAMCO Options-Based Strategies
  • FAMCO Covered Call (FCC)
  • FAMCO Premium Income (FPI)

Investment Philosophy

The strategy seeks to offer attractive equity market returns with lower volatility than broad
market equity indices.

  • The strategy purchases equities.
  • Call options are written (sold) on those equities.

Portfolio Management

Sean Hughes, CFA

CIO - Options-Based Strategies,
Senior Portfolio Manager

 (314) 446-6767
 shughes@zieglercap.com

Thomas Engle

Senior Portfolio Manager

 (314) 446-6775
 tengle@zieglercap.com

Pamela Brown

Portfolio Manager, Senior Trader

 (314) 446-6763
 pbrown@zieglercap.com

Cristy Young

Vice President, Senior Trader

 (314) 446-6746
 cyoung@zieglercap.com

Snapshots

FAMCO Covered Call (FCC)
Benchmark: BXM Index & S&P 500
Inception Date: January 1, 1997
Investment Team: FAMCO Group

FAMCO Premium Income (FPI) 
Benchmark: BXM Index
Inception Date: April 17, 2013
Investment Team: FAMCO Group

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