Clay Freeman is a Principal and Portfolio Manager for ArrowMark’s hedged equity and multi-asset strategies.
Hedged Equity Strategy
Our Hedged Equity strategy seeks to optimize long-term growth of capital while minimizing portfolio volatility through fundamental research and active portfolio construction characterized by a combination of long and opportunistic risk-managed equity exposures. Security selection focuses on quality growth companies with durable competitive advantages, attractive end markets, proven management teams, and a positive asymmetry of returns. The risk-managed exposure seeks to monetize the mispricing of market volatility to create a margin of safety on the downside with covered call option structures.
This approach to optimizing total return while limiting portfolio volatility has been successfully employed throughout the Firm’s history and is shaped by our thorough analysis of intrinsic value, understanding of volatility dynamics, and structuring experience.