JEPQ may continue shining in 2026 if turbulent, choppy sideways markets continue persisting. JEPQ strikes a better ...

GPIX varies its covered call portfolio coverage (overwrite) levels dynamically depending on market conditions such as the S&P 500's volatility. This allows GPIX to capture a lot of the S&P 500's ...

Learn how the down-market capture ratio evaluates investment manager performance in declining markets with formulas and examples to guide your financial decisions.

Upside capture ratio is a measurement of an investment's relative performance in up markets. An up market is defined as a period (months or quarters) in which market return was positive. For example, ...

Investment management company Curreen Capital released its fourth-quarter 2025 Investor letter. A copy of the letter can be downloaded here. Curreen Capital Partners reported robust results in 2025, ...