GQI

GQI employs a dual-pronged strategy focused on balancing high-quality equity investments and income generation. Curated through a multifactor quantitative model, the equity portfolio comprises US large- and mid-cap stocks. These stocks are believed to exhibit high-quality characteristics, featuring established businesses with pronounced profitability and low leverage. The sub-adviser assigns quality scores to individual securities, ensuring a diversified portfolio of 75-150 equities. Simultaneously, the fund generates income through an option selling overlay program through ELNs. While the ELNs provide a structured approach to risk, they may constrain the fund's full participation in equity market upswings. Additionally, the fund may hold cash and cash equivalents, convertibles, partnerships, when issued/delayed delivery securities, and IPOs. Rebalancing takes place as needed.