INSTITUTIONAL OPTIONS OVERLAYS FOR PRIVATE CAPITAL
Portfolio Management enhanced by Options.
Odyssey specialises in actively managed options overlays, providing HNW individuals, family offices and institutional clients access to specialist options management through separately managed portfolios. Odyssey also provides discretionary and advisory portfolio management for clients seeking an integrated investment-management relationship.
A FOCUSED INVESTMENT-MANAGEMENT PLATFORM BUILT AROUND CLIENT OBJECTIVES.
Odyssey combines strategic portfolio construction, ongoing investment oversight and specialist listed-options expertise within a single client-focused framework.
OPTIONS OVERLAY SOLUTIONS
Institutional Options Overlays for Private Capital
Actively managed options-overlay mandates designed around the client’s portfolio, objectives and agreed risk parameters. Solutions can include Covered Calls, The Wheel and a broader active overlay framework where appropriate.
Institutional Options Overlays for Private Capital
Options overlays are Odyssey’s specialist edge. We actively manage options-overlay strategies within separately managed portfolios, with each mandate designed around the client’s objectives, holdings, liquidity, risk parameters and desired outcomes.
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For investors who own shares or ETFs and wish to seek additional option premium from those holdings while accepting that upside may be capped at the call strike.
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A systematic approach combining cash-secured puts and covered calls for investors prepared to acquire selected securities and potentially generate option premium through the cycle.
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Odyssey’s broader overlay framework, which may employ Covered Calls, The Wheel and other listed-option strategies across shares, ETFs and indices depending on market conditions and portfolio risk parameters.
PORTFOLIO MANAGEMENT
Odyssey also provides discretionary and advisory portfolio management for clients seeking disciplined asset allocation, global diversification, thoughtful implementation and ongoing risk oversight. Options overlays can be incorporated where appropriate to the client’s objectives and mandate.
HOW WE WORK
Investment decisions follow a repeatable process.
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UNDERSTAND
Define objectives, constraints, liquidity requirements and the client’s tolerance for risk.
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CONSTRUCT
Develop an appropriate asset allocation and select securities suitable for the mandate.
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MANAGE
Monitor exposures, portfolio risk, cash, leverage and changing market conditions.
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COMMUNICATE
Provide clear reporting and regular discussion of material portfolio developments.
WHO WE SERVE
Built for sophisticated investors.
Odyssey works with HNW individuals, family offices, private investment vehicles and institutional clients seeking specialist options-overlay capability, with portfolio management available where required.
INSIGHTS
Perspective for portfolio decisions.
Research and commentary focused on options overlays, volatility, portfolio implementation and global markets. Odyssey’s Insights are designed to explain how listed options can be used within sophisticated portfolios and how market conditions affect overlay decisions.
DISCUSS YOUR PORTFOLIO WITH ODYSSEY.