Managed Account Strategies
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- Orion Covered Call
This strategy brings together Orion's best equity ideas and a robust, systematic call-writing program. Writing (selling) options against portfolio holdings generates option premium in flat markets and offers some protection in declining markets.
- Orion NavigatorSM (Hedged Equity)
This strategy combines a select portfolio of U.S. and international equities with significant hedging of position and market risk. NavigatorSM's goals are 1) to earn attractive total returns without depending on overall market appreciation for success, and 2) to protect client capital from significant downside risk.
- Inflation Hedge
This strategy invests in assets that Orion expects to do well in an environment of U.S. dollar weakness and rising inflation.
- Orion Long Only
100% exposure to Orion's best global equity ideas.
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Customized Portfolio Management
Orion also offers traditional privately-managed accounts tailored to the financial goals and circumstances of individual clients.