OVB Profile
The Overlay Shares Core Bond ETF (OVB) represents a significant offering in the exchange-traded fund market, focusing primarily on investment-grade fixed income securities. Launched on September 30, 2019, OVB is issued by Liquid Strategies, renowned for its innovative investment strategies that integrate active management with options overlays.
OVB employs an actively managed approach designed to offer investors exposure to U.S. investment-grade bonds while incorporating a U.S. options overlay strategy. This strategic combination aims to mitigate downside risk and potentially enhance portfolio returns by strategically utilizing options contracts across the investment-grade bond holdings.
The fund's investment strategy leverages Liquid Strategies' extensive expertise in fixed income markets and options trading, ensuring a sophisticated approach to achieving targeted investment objectives. OVB seeks to capitalize on opportunities within the investment-grade bond segment, targeting securities with strong credit ratings and stable income streams.
As part of Liquid Strategies' commitment to providing innovative investment solutions, OVB underscores the firm's proactive approach in offering strategies that address investor needs for income generation and risk management. The fund's introduction highlights Liquid Strategies' leadership in delivering ETFs that combine active management with advanced risk mitigation techniques, tailored to meeting the evolving demands of fixed income investors in a dynamic market environment.
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