Brad Ball, CEO of Liquid Strategies and Overlay Shares discusses the firm’s newly launched ETFs: Overlay Shares Short Term Bond ETF (OVT) and Overlay Shares Large Cap Hedged Equity ETF (OVLH).
An overlay strategy, designed to generate extra income through dual purpose assets, has been leveraged by institutional investors and family offices for years, Ball explains. The Overlay Shares’ suite of ETFs, launched by Liquid Strategies in October 2019, seeks to make the income generating solution accessible to the advisor channel.
This January, Liquid Strategies announced that Overlay Shares had surpassed $300 million in assets under management. Additionally the firm launched two new ETFs: Overlay Shares Short Term Bond ETF (OVT) and Overlay Shares Large Cap Hedged Equity ETF (OVLH).
OVT aims to achieve total return, through diversified, short term corporate investment grade bond exposure and supplemental income generated through the options overlay strategy. OVLH provides investors with broad market equity exposure, while protecting from market drawdowns with long-term bear market hedges. The highly liquid ETFs, available in a variety of asset classes, offer investors passive index exposure with an active overlay.
- Overlay Shares Large Cap Equity ETF (OVL)
- Overlay Shares Small Cap Equity ETF (OVS)
- Overlay Shares Foreign Equity ETF (OVF)
- Overlay Shares Core Bond ETF (OVB)
- Overlay Shares Municipal Bond ETF (OVM)
- Overlay Shares Short Term Bond ETF (OVT)
- Overlay Shares Large Cap Hedged Equity ETF (OVLH)
To learn more about Overlay Shares, head here.