The S&P 500 Repair Strategy, the second portfolio in our series, was created in September 2022. These carefully selected funds opened to investors in 2021. Our experience team waited for the initial premium pricing to adjust for a better enter point before creating the portfolio for our investors.

The S&P 500 Repair Strategy was designed for investors who are seeking robust current income first and capital appreciation second. These closed-end funds initially offered to public by well-established prominent financial managers and are recognized in the top 50 World’s largest asset managers. This portfolio is named a repair strategy because of its attractive yield rises as it and equity markets recede. This is an unhedged strategy as repairs itself. When markets decline reinvesting monthly dividends is an option to dollar cost average.

This "repair" framework strengthens a core S&P 500 allocation by adding meaningful income potential (from bonds, global dividends, and managed distributions), exposure to dynamic growth themes (innovation, technology infrastructure, and connectivity), broader geographic and asset-class diversification, and alignment with ESG and impact goals—potentially delivering greater resilience, yield enhancement, and upside participation in evolving markets.