Q2 2024
Tail Liquidity, Enhanced Semis, Commentary
AND firm UPDATES
Welcome to our Q2 updates for 2024!
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upcoming Webinar: Overwhelmed with Option Outcome Strategies?
One slide / 20 Min Webinar series launching July 17
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July 17th, 1PM ET/12PM CT
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Advisors have many choices when it comes to options-based solutions ranging from income to hedged equity in ETFs, funds, and SMAs that implement option selling and buying programs. We'll walk you thru the primary categories and explain where they are appropriate with one slide and 15 mins with time for questions.
This is the first in a monthly series from Convexitas covering options-based strategies relevant to Advisors and small institutional investors.
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Introductory Information. This document (i) was prepared by Convexitas LLC (“Convexitas”) for the exclusive use of the intended recipient (the “Recipient”); (ii) is confidential and may not be distributed (except to your financial, tax or legal advisers) or copied without Convexitas’ permission, and must be returned or destroyed upon Convexitas’ request; (iv) is not an advertisement, is for informational purposes only, does not purport to be full or complete and may not be relied upon; (v) does not constitute an offer to sell, or solicitation of an offer to buy, any securities or investment services, including in any investment vehicle, account or other product (each, a “Product”) implementing Convexitas’ strategy (the “Strategy”). An offer to buy an interest in a Product may only be made by and is subject to the applicable investment management agreement, or other offering or subscription documentation (collectively, “Governing Documents”) and only in jurisdictions in which such an offer would be lawful. Any decision to invest with Convexitas should be made only after conducting such inquiries and investigations as the Recipient deems necessary, and consulting with the Recipient’s financial, tax and legal advisers in order to make an independent determination of the suitability, risks and merits of making an investment. No regulatory or self-regulatory authority has passed upon or endorsed this presentation, the merits of the Strategy or an investment with Convexitas.
Risk of Loss. Convexitas’ investment products, like all investments, involve the risk of loss. Investment products may be speculative and are designed only for sophisticated investors who are able to sustain the loss of their investment. Accordingly, such investment products are not suitable for all investors. The products sponsored and managed by Convexitas are not subject to the same or similar regulatory requirements as mutual funds or other more regulated collective investment vehicles. An investment in the Strategy is subject to complete loss.
Forward-Looking Statements. Certain information contained in this presentation constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,” “project,” “estimate,” “intend,” “target,” “continue,” or “believe” or the negatives thereof or other variations thereon or other comparable terminology. Due to various risks and uncertainties, including those described in this presentations, actual operations, implementation or performance of the Strategy, or other relevant events, may differ materially from those reflected or contemplated in such forward-looking statements. No representation or warranty is made as to the Strategy’s future performance.
Hypothetical Performance: Hypothetical performance results have many inherent limitations, some of which are described below. No representation is being made that any account will or is likely to achieve profits or losses similar to those shown. In fact, there are frequently sharp differences between hypothetical performance results and the actual results subsequently achieved by any particular trading program. One of the limitations of hypothetical performance results is that they are generally prepared with the benefit of hindsight. In addition, hypothetical trading does not involve financial risk, and no hypothetical trading record can completely account for the impact of financial risk in actual trading. For example, the ability to withstand losses or adhere to a particular trading program in spite of trading losses are material points which can also adversely affect actual trading results. There are numerous other factors related to the markets in general or to the implementation of any specific trading program which cannot be fully accounted for in the preparation of hypothetical performance results and all of which can adversely affect actual trading results.
Past performance is not necessarily indicative of future results.