Generational wealth creation in global equity markets has created unique challenges for investor portfolios. Specifically, large single-stock positions become low-cost basis assets—essentially ...

While index funds provide broad market exposure, they do not take advantage of a persistent market inefficiency called the Volatility Risk Premium. The Overlay Shares Small Cap Equity ETF provides a ...

While index funds provide broad market exposure to credit and interest rate (duration) risk, they do not take advantage of a persistent market inefficiency called the volatility risk premium. OVT uses ...