Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:A Georgia Shop Preps Two More ETFs Not Rated 3.0 Email Routing List Email & Route  Print Print
Monday, January 11, 2021

A Georgia Shop Preps Two More ETFs

Reported by Neil Anderson, Managing Editor

The team at a Georgia boutique is about to launch their sixth and seventh ETFs.

George Bradley "Brad" Ball
Liquid Strategies, LLC
Managing Member, CEO, PM
Brad Ball, CEO of Liquid Strategies [profile], confirms that the plan to roll out a pair of new ETFs this week as part of their Overlay Shares series (nicknamed "OVLs"). Looking ahead, watch for the Atlanta-based shop to launch additional ETFs.

"We have at least one more strategy that we're incubating right now, and we have a couple other ideas that are in the hopper," Ball tells MFWire.

As for the two about-to-launch ETFs, one is meant to replace Liquid Strategies' sole traditional mutual fund, the $45-million-AUM Theta Income Fund. The ETF will be OVT (standing for "Overlay Theta"), and after they launch it they'll wind down the mutual fund version. Once that happens, Liquid Strategies will only offer ETFs and institutional separate accounts.

"We anticipated that being a possibility as we launched these five initial ETFs [in 2019]," Ball says. "We wanted to battle test them, see what the marketplace wanted."

The other new ETF, OVLH ("Overlay Large Hedged"), will be similar to their flagship OVL ETF, with an overlay strategy on top of the S&P 500. Yet OVLH will add a hedging component, using the overlay premiums to buy protection against drops in the index. They've been running a separate account version of the strategy for about a year and a half, Ball says, and they're please that the strategy has given investors nearly all of the S&P 500's upside, but with half the standard deviation and less than half the max drawdown.

The firm has nearly $500 million in AUM, including nearly $300 million in its five ETFs. They have a team of ten people, including a four-person investment team. 

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

3.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2021: Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


  1. IDC Webinar: The Future of the Workplace - April 2021, April 23
  2. IDC Virtual Roundtable: Arkansas, Louisiana, Mississippi, Oklahoma, Tennessee, and Texas - April 2021, April 27
  3. IMEA In Session - Post-Covid Sales Coverage, April 27
  4. MFDF Case Studies in Fund Oversight — A Virtual Roundtable for Directors, Apr 28-29
  5. IDC Virtual Roundtable: Iowa, Kansas, Minnesota, Missouri, Nebraska, North Dakota, and South Dakota - April 2021, April 29
  6. 44th Annual AIMSE Marketing & Sales Conference, May 2-4
  7. MFDF Director Discussion Series - Open Forum via Zoom (Southeast), May 5
  8. ICI 2021 General Membership Meeting - Day 1, May 6
  9. Emerging Manager Forum USA, May 12-14
  10. ICI 2021 General Membership Meeting - Day 2, May 13
  11. 2021 FINRA Annual Conference, May 18-20
  12. Irish Funds Online Annual Global Funds Conference 2021, May 19-20
  13. MFDF Director Discussion Series - Open Forum via Zoom, May 19
  14. 2nd annual ETFGI Global ETFs Insights Summit - USA, May 19-20
  15. IDC Speaker Series - Abby Joseph Cohen: A Conversation About the State of the Global Markets, May 19
  16. MFDF webinar - Fund Director Compensation: MPI Annual Survey (2021), May 20
  17. ICI 2021 Operations and Technology Conference, May 20
  18. MFDF webinar - Board Oversight of a Fund's Derivatives Risk Management and Fund Compliance With Rule 18f-4, May 24
  19. MFDF webinar - The Use of Alternative Data Sources and Considerations for Fund Directors, May 26
  20. IDC 2021 Virtual Fund Directors Workshop, June 3
  21. MFDF 2021 Fund Governance & Regulatory Insights Conference, Jun 10-11
  22. MFDF webinar - Proposed HSR Rule Changes: Impact on Asset Management, June 17




©All rights reserved to InvestmentWires, Inc. 1997-2021
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use