White Paper - The Guide to Choosing a Hedged Equity Strategy

Justin Boller

04 May 2021
Executive Summary
  • Investors are increasingly turning to hedged equity solutions to remain fully invested in today’s stock market with the confidence that unexpected drawdowns will not derail long-term objectives
  • Different approaches to hedging can lead to different expectations and experiences
  • Limiting upside participation can have a meaningful impact on long-term returns
  • Understanding differences between static hedging and dynamic hedging strategies will help investors properly set expectations
  • Hedging costs should be understood upfront in order to select the strategy that best fits each investor

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The assertions and statements in this blog post are based on the opinions of the author and Liquid Strategies. The examples cited in this paper are based on hypothetical situations and should only be considered as examples of potential trading strategies. They do not take into consideration the impact that certain economic or market factors have on the decision making process. Past performance is no indication of future results. Inherent in any investment is the potential for loss. Options involve risk and are not suitable for all investors. Please see the following options disclosure document (ODD) for more information on the characteristics and risks of exchange traded options.    

Justin Boller

Justin serves as Portfolio Manager and Director of Portfolio Strategy for the Overlay Shares team.

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