Hedged Equity Peer Analysis September 2022
At the end of September ZEGA’s Buy and Hedge Retirement continued to hold up well on a 3- and 5-year comparison on an annualized return basis.
New Podcast: Open Letter to The Fed
New Broken Pie Chart Podcast: The Federal Reserve shows no sign of slowing down rate hikes in the near term.
ZEGA’s September 2022 Performance Numbers Release
Download a copy of ZEGA's latest performance numbers.
New Podcast: Explaining Changes to Buy and Hedge Retirement Strategy
The rise of interest rates has been all over the news, but is there a silver lining? Yes, due to higher rates in short-term US treasuries hedged equity strategies now can further manage risk by substituting out short duration high yield to short term treasuries.
Buy and Hedge Retirement Strategy Adjustment
Buy and Hedge Retirement has always had two components that include call options representing notional ownership of the S&P 500 Index and yield generating positions.
ZEGA’s August 2022 Performance Numbers Release
Download a PDF copy of ZEGA's latest performance numbers