The fund seeks primarily current income and realized gains from writing options and secondarily capital appreciation by investing in mega-and large-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in dividend paying equity securities of domestic and foreign companies.

Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level.

The fund estimates to invest up to 20% of its net assets in foreign securities and the remainder in domestic securities.