Covered Call Strategy

“Keep Calm And Sell Calls.”Steve

Strategy Highlights

Guardian’s Covered Call Strategy is designed to achieve long-term capital appreciation and steady current income. The strategy invests primarily in large capitalization stocks that are considered undervalued and have a track record of dividend growth. In order to increase current income and preserve the potential for long-term capital appreciation, covered call option positions are maintained on all individual stock positions. As options are closed, expire, or are exercised, positions are rolled over in perpetuity or until the underlying stock is sold.

Asset Class: Option Writing No. of Holdings: 30-35
Style: Fundumental Value Max Position Size: 6%
Benchmark: Value-Adjusted BXY Sector Constraint: 25%
Inception Date: December 31, 2013 Annual Turnover: 54.1%

Guardian Investment Management claims compliance with the Global Investment Performance Standards (GIPS®) and has prepared performance reports in compliance with the GIPS standards. Guardian Investment Management has been independently verified for the period of January 1, 2012 through December 31, 2016. Performance reports are available upon request.

Verification assesses whether (1) the firm has complied with all the composite construction requirements of the GIPS standards on a firm-wide basis and (2) the firm’s policies and procedures are designed to calculate and present performance in compliance with the GIPS standards. Verification does not ensure the accuracy of any specific composite presentation.

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