Dino Bourdos: Is the yield on your covered call fund too good?

In this insightful discussion, Dino Bourdos, Portfolio Manager & Head of Investment Solutions at Guardian Capital LP delves into the intricacies of investment strategies, particularly focusing on the use of derivatives, covered call strategies, and the impact of market dynamics on investment decisions. With his extensive experience in the field, Bourdos offers valuable insights into the challenges and opportunities in the current economic landscape, making this a must-watch for investors and financial professionals alike.

Timestamped Highlights:

[00:02:26] - Guardian Capital and Investment Strategies: Bourdos discusses his journey to Guardian Capital and the unique strengths of the organization, including its focus on growth and building global equity franchises. [00:03:15] - Use of Derivatives in Investment: Exploration of how derivatives can be intelligently combined with stock selection and fixed income portfolio structures. [00:09:08] - Investment Expectations and Realities: Bourdos emphasizes the importance of realistic expectations in investment strategies, particularly in relation to high-yielding ETFs. [00:10:16] - Advisor-Client Relationship Dynamics: Discussion on the crucial role of setting realistic expectations in the advisor-client relationship and the impact of market returns. [00:14:48] - Challenges in Generating Premiums: Insights into the difficulties of generating premiums in a market with low volatility and the complexities involved. [00:28:38] - Leveraging Equity in Investment Strategies: Bourdos shares a personal anecdote about using equity from his home to invest in a cover call strategy, highlighting creative wealth creation methods. [00:32:00] - Single Stock Options vs. Blended Indices: Analysis of the opportunities and trade-offs in single stock options compared to blended indices. [00:34:29] - Cover Call Strategies in Different Market Conditions: Discussion on the tactical aspects of cover call strategies, including when to write cover calls and setting appropriate strike prices. [00:36:09] - Investment Philosophy and Market Volatility: Bourdos talks about the importance of investing in companies with strong growth potential and innovation, especially in volatile market conditions.

Dino Bourdos on Linkedin

Guardian Capital LP

Research: Is the yield on your Covered Call Fund too high?