An Aggressive Growth Strategy
Looking for that strategy designed to outperform the stock market on the up years? You’re not alone. ZEGA has flexed our deep knowledge of options to build our own Ultra model. We call it ZUOM. ZEGA’s Ultra Opportunity Model is our most aggressive strategy that aims to deliver a multiple on market returns and is ideal for the individual looking for excess growth. Like all things investing, with greater reward comes greater risk, so any potential investor should be willing to accept the risk and volatility that comes with it. Most investors find ZUOM to be appropriate for their long-term allocation bucket where it can take advantage of the historical trends of rising stock markets.
The strategy utilizes index options and volatility harvesting techniques with the intent to deliver excess returns over the broad market.
An innovative approach to build an Ultra-Equity Model
ZUOM utilizes the implied leverage of options to deliver a multiple on returns without the inherent tracking error that drags other 2X and 3X strategies or ETFs. It is an aggressive growth strategy that utilizes both synthetic stock replacement and premium selling tactics as means of growth.
For sophisticated and accredited investors looking for an aggressive allocation with a multi-year time horizon
Carries significantly higher volatility than a standard stock portfolio with opportunity for outsized growth. Aims to generate Alpha.