Overlay Services

GOAL

To simultaneously reduce the risk and enhance the performance of an Institutional Investor’s existing equity portfolio through a dynamic index options overlay program.

PHILOSOPHY

Active and skillful management of a portfolio of index options can protect portfolios in declining markets and allow ample participation in rising markets.

APPROACH

  • On an ongoing basis, we employ statistical analysis to determine the best options hedges to apply to a client’s portfolio
  • The Gargoyle Group’s dynamic approach ensures that the client’s portfolio is hedged at all times
  • The Gargoyle Group customizes its hedging methodology to each client’s particular investment objectives
  • The Gargoyle Group’s monthly reporting provides the client with a high level of transparency and detail