Recon Capital’s Absolute Return Options Strategy is a risk focused, absolute return, equity option strategy which targets consistent “fixed income plus” returns with volatility similar to that of a diversified bond portfolio. The strategy is designed to work as an overlay solution together with Recon Capital’s Global ETF Asset Allocation portfolios.

Recon Capital provides professional management of options and derivatives giving clients powerful tools to manage risk and shape return.

Key Benefits

  • Clearly defined investment goals, systematic modeling, and explicit and ongoing risk management.
  • Potential yield enhancement and increased total return
  • Reduced portfolio volatility
  • Tax-efficient settlement process
  • Professional management for pricing and execution

Disclosures

Recon Capital’s Absolute Return Option Strategies are discretionary investment management services. This information generally describes how this strategy works, but it is not a complete description of the investment programs or service will perform. Past performance is not a guarantee of future results.

The sale of stock will produce tax consequences for U.S. taxpayers. Each option transaction also produces a tax consequence. Prior to undertaking Recon Capital’s option services, you should discuss with your personal tax adviser how the options transactions and any sales of underlying stock will affect your tax situation. Recon Capital does not provide tax advice.

Products and options are not suitable for all investors. Please ensure that you have read and understood the current options risk disclosure document before entering into any options transactions. In addition, please ensure that you have consulted with your own tax, legal and financial advisors prior to contemplating any derivative transactions. The options risk disclosure document can be accessed at the following web address: http://www.optionsclearing.com/about/publications/character-risks.jsp.