SRHR

SRHR aims to provide income by combining US REIT exposure with a strategic covered call writing strategy. The fund's adviser considers both macroeconomic and industry trends when selecting positions for the fund's portfolio. Securities are selected based on several quantitative and qualitative factors considered most favorable for long-term capital appreciation. The fund's adviser employs a fundamental, bottom-up, value-driven evaluation process to select 20-30 individual REITs. US listed, exchange-traded or FLEX call options are tactically written against select securities in the portfolio to potentially generate additional income. There is no minimum or maximum portfolio value in which options are written. As an actively managed fund, the fund's adviser has full discretion in managing the portfolio of individual REITs and call options.