Summary
SCEP Chart
Sterling Capital Hedged Equity Premium Income ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 493 | $12,339.79 | $12,349.65 | $9.86 | 0.08% |
| NS Nicholas Shaheen FSA Advisors Inc. | 43,793 | $1.03M | $1.1M | $64,989.61 | 6.3% |
 Jeremy Baltz Raleigh Capital Management Inc. | 33,178 | $782,005.46 | $826,463.98 | $44,458.52 | 5.69% |
| EM Erin Mccann Simplicity Wealth LLC | 135,001 | $3.18M | $3.36M | $180,901.34 | 5.69% |
| BP Brett Pohl Kingdom Financial Group LLC | 62,288 | $1.47M | $1.56M | $92,122.4 | 6.27% |
Sterling Capital Hedged Equity Premium Income ETF (SCEP) FAQ
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Sterling Capital Hedged Equity Premium Income ETF Profile
| BATS Exchange | US Country |
Overview
SCEP is a dedicated investment management firm that specializes in actively overseeing a diverse portfolio of US large- and mid-cap equities. The company employs a unique options overlay strategy designed to enhance portfolio performance while managing risk. SCEP’s investment philosophy hinges on a systematic, bottom-up research approach that thoroughly evaluates potential investments. The firm integrates advanced quantitative measures alongside traditional valuation techniques, utilizing AI-driven analyses to predict volatility, as well as earnings and dividend growth. By doing so, SCEP aims to identify companies with promising capital growth potential while placing a strong emphasis on sustainable dividend yields and quality. Furthermore, the firm takes into account Environmental, Social, and Governance (ESG) factors in its investment decisions.
Products and Services
- Active Portfolio Management
SCEP manages a portfolio comprised primarily of US large- and mid-cap equities. The firm actively seeks investment opportunities by leveraging systematic research methodologies and quantitative analysis to select stocks that exhibit strong growth characteristics.
- Options Overlay Strategy
To generate additional income and mitigate risk, SCEP employs an options overlay strategy. This involves writing out-of-the-money call options on up to 100% of the portfolio, allowing the firm to enhance yield while managing market exposure effectively.
- Risk Mitigation Strategies
For downside risk mitigation and capital preservation, SCEP incorporates protective put option strategies. These strategies provide a safeguard against potential declines in the portfolio's value, enabling a more stable investment environment.
- AI-Driven Analytics
SCEP utilizes cutting-edge AI technology to generate predictions related to volatility, earnings, and dividend growth. This innovative approach enhances the firm’s ability to make informed investment decisions based on comprehensive data analysis.
- ESG Considerations
In addition to financial metrics, SCEP considers ESG factors as part of its stock selection process. This commitment to responsible investing aligns with the growing demand for sustainable and ethical investment practices in the financial market.
