Discover why our funds are intelligent, strategic, and rewarding.
Enhanced Tax-Efficient Yield
Mulvihill Premium Yield Fund (“MPY”) combines an actively managed stock portfolio, selected from the S&P 500 and S&P/TSX Composite Index, with option writing strategies to generate enhanced 5% tax-efficient yield. The fund writes call and put options on the underlying holdings to reduce volatility and increase yield while aiming to provide additional capital growth potential beyond the yield target. The ‘search for yield’ stops here.
Active management that turns trust into custom solutions.
Separately managed accounts and pooled funds provide investors with unique access and a direct relationship to our team of experienced portfolio managers. As active managers, we don’t want to simply mimic the index returns, but rather, use superior tools to assess the current macro-economic environment and allocate capital to the sectors and securities offer the best risk/reward opportunities given the economic climate. We utilize option based strategies to focus on delivering customized products to meet our clients’ long-term investment goals.