Swan Global Investments and O’Shares Investments Launch Swan Enhanced Dividend Income ETF (CBOE: SCLZ) for Investors Seeking Sustainable Income and Capital Appreciation

Investors who are actively seeking more in terms of sustainable income and capital appreciation have a new option to consider. Swan Global Investments and Index Provider O’Shares Investments have collaborated to launch the Swan Enhanced Dividend Income ETF (CBOE: SCLZ). This ETF offers a distinct and active approach to investing, combining Swan Global Investments’ expertise in managing options strategies with O’Shares’ leadership in index strategy and development.

The Swan Enhanced Dividend Income ETF aims to provide investors with a total return strategy that focuses on sustainable income and capital appreciation. By actively managing covered call-writing on a quality dividend growth stock portfolio, the ETF seeks to offer a unique investment solution. This approach combines Swan’s decades of options management experience with O’Shares’ data-driven indexes.

Randy Swan, Founder and Lead Portfolio Manager of Swan Global Investments, describes the strategy as a “dual alpha” enhanced income solution that offers investors a compelling alternative to passively-managed equity income strategies. The ETF will be based on the O’Shares Focused Quality Dividend Index, which selects dividend-paying common stocks of large-cap and mid-cap U.S. companies exhibiting Quality and Growth characteristics.

Kevin O’Leary, Chairman of O’Shares Investments, highlights the importance of using research to identify quality financial measures for the Index, including profitability, cash earnings, and strong balance sheets. The strategy also involves writing call options on stock holdings to augment total return, with Swan Global Investments bringing over 26 years of options expertise to the partnership.

Chris Hausman, CMT®, Portfolio Manager and Managing Director-Risk, emphasizes that the active management approach of the ETF allows for flexibility in adapting to market conditions and maximizing upside potential. The strategy is also available in a separate account format for investors.

For more information on the Swan Enhanced Dividend Income ETF, advisors and investors can contact Swan Global Investments at sales@swanglobalinvestments.com or (877) 383-7259/ (877) ETF-SCLZ. This new ETF offers investors a unique opportunity to pursue sustainable income and capital appreciation through an active and distinct investment approach.

Source: Swan Global Investments