Specialized Equity Management for the Modern Investor.
AGT Equities offers a separately managed account strategy focused on secular growth themes and income generation through a disciplined Derivative Income strategy.
A Disciplined Approach to Derivative Income
Our "Derivative Income" approach is executed through a specific methodology known as the Options Wheel Strategy. By actively managing options contracts on high-conviction U.S. equities, we aim to monetize market volatility and generate cash flow distinct from traditional dividends.
Thematic Selection
We construct a concentrated portfolio of equities positioned to benefit from secular trends, such as the Artificial Intelligence revolution.
Income Generation
We systematically sell cash-secured put options to target favorable entry points and covered call options to generate premium income on held positions.
Risk Profile
This strategy is speculative and involves a high degree of risk. It utilizes a non-diversified portfolio, meaning the performance of a single security can disproportionately impact the account.