Home › Compare › OTCRX vs JEPQ
OTCRX yields 29.01% · JEPQ yields 11.10%● Live data
📍 OTCRX pulled ahead of the other in Year 1
Combined, OTCRX + JEPQ cover 0 of 12 months — good coverage
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The fund employs a long/short investment strategy to achieve capital appreciation and manage risk. The fund takes long positions in securities Otter Creek believes to be undervalued and short positions in securities Otter Creek believes to be overvalued. The fund's objective is to provide long-term capital appreciation. Under normal market conditions, the net long exposure of the fund (gross long exposures minus gross short exposures) is expected to range between -35% and +80% net long.
Full OTCRX Calculator →The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fund’s primary benchmark, the Nasdaq-100 Index (the Benchmark), and (2) through equity-linked notes (ELNs), selling call options with exposure to the Benchmark. It is non-diversified.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.