What does Overlay Shares Hedged Large Cap Equity ETF do?

Overlay Shares Hedged Large Cap Equity ETF (NYSE:OVLH) operates in the financial sector, offering investors an innovative investment product that aims to provide exposure to large-cap equity markets while applying a hedging strategy to manage risk. The ETF seeks to achieve its investment objectives by investing in a portfolio of large-cap stocks, complemented by an overlay strategy that involves the use of financial derivatives to hedge against market volatility. OVLH's projects and operations are designed around the goal of delivering long-term capital appreciation with reduced risk, catering to investors looking for equity market exposure with an added layer of protection against downturns. The fund strives to offer a distinctive blend of growth and security, making it a unique option for portfolio diversification.
Overlay Shares Hedged Large Cap Equity ETF company media

Company Snapshot

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Ownership

Public
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Employees

10
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Sector

ETF
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Head Office

Atlanta, United States
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Year Founded

2021

What does Overlay Shares Hedged Large Cap Equity ETF specialise in?

/Equity Investment /Risk Management /Capital Appreciation /Diversified Portfolio /Hedging Strategies /Long-term Growth

What are the products and/or services of Overlay Shares Hedged Large Cap Equity ETF?

Overview of Overlay Shares Hedged Large Cap Equity ETF offerings
Targets Large-Cap Equity Exposure: OVLH aims to provide investors with exposure to large, established companies in the U.S. market. It achieves this by investing in a basket of large-cap company stocks, either directly or through other ETFs.
Hedged Against Market Downturns: OVLH incorporates a hedging strategy to potentially limit losses during significant market downturns. This strategy may involve using options contracts or other financial instruments.
Seeks Uncapped Upside Potential: While hedged against major market declines, OVLH is not capped on the upside. This means that if the underlying large-cap stocks experience strong growth, the ETF's value can potentially benefit fully from that growth.
Actively Managed Underlying Strategy: The specific holdings and hedging strategies of OVLH may be actively adjusted by the fund's advisor based on market conditions.
Targets Total Return: Unlike some ETFs that focus solely on income generation, OVLH aims to achieve total return, which combines potential capital appreciation (price growth) of the underlying holdings with any dividends distributed.