Enhanced Equity Income Strategy

Barrett has developed a conservative strategy to generate more income while still allowing for the growth of principal. The approach is centered on investing in quality companies that have the ability and track record to pay high dividends. Barrett's Enhanced Equity Income Strategy also utilizes a covered call options program designed to maximize cash flow while reducing risk. Primary emphasis is placed on the generation of income. Additionally, given that the calls are above the current market price of our underlying positions, capital appreciation is also incorporated into this strategy. Furthermore, due to the cash flow generated by selling calls, volatility should be significantly less than the overall equity market.

 

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