A smoother journey for equity income

August 2025

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With yields under pressure and volatility showing no signs of fading, many investors are searching for more consistent ways to generate income. In this feature for Livewire Markets, our Co-CIO Chad Padowitz explains how we turn market volatility into a source of income: not through dividends alone, but by writing cash-backed put options on companies we want to own.

“We see income as part of our total return. It’s not something we specifically target or have to shift our process to achieve, it’s simply the result of what we do. The way we implement our strategy means most of our income comes from option premium, and even in today’s low-yield environment, we’re still capturing over 6% a year through income.” 

Chad also shares why our focus on valuation discipline helps preserve capital in uncertain environments, and highlights four global stocks we currently see as attractive

Read the full article on Livewire.

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