Madison Investments Expands Actively-Managed ETF Suite With Launch of Madison Covered Call ETF (CVRD)
Madison Investments Expands Actively-Managed ETF Suite With Launch of Madison Covered Call ETF (CVRD)
CVRD Leverages a Proven Covered Call Strategy to Target Higher Yields and Growth Potential
CVRD利用久經考驗的備兌看漲策略來瞄準更高的收益率和增長潛力
MADISON, Wis., Aug. 22, 2023 (GLOBE NEWSWIRE) -- Madison Investments, an independently-owned investment firm managing $22.9 billion in assets, today announces the expansion of its suite of actively-managed ETFs with the launch of the Madison Covered Call ETF (NYSE: CVRD).
威斯康星州麥迪遜，2023年8月22日（GLOBE NEWSWIRE）— 麥迪遜投資是一家管理着229億美元資產的獨立投資公司，今天宣佈，隨着麥迪遜Covered Call ETF（紐約證券交易所代碼：CVRD）的推出，其主動管理的交易所買賣基金套件將擴大。
Madison Investments' ETF suite is designed to help investors pursue income and capital appreciation by employing institutional-caliber, risk-controlled investment strategies. Today's launch follows the debut of the firm's first ETF, the Madison Dividend Value ETF (NYSE: DIVL), which invests in dividend paying stocks that exhibit above-market yield and growth potential. Madison Investments plans to expand the offerings in its ETF suite in the coming weeks with the launch of two active fixed income products: the Madison Aggregate Bond ETF (NYSE: MAGG) and the Madison Short Term Strategic Income ETF (NYSE: MSTI).
Madison Investments的ETF套件旨在通過採用機構級別、風險控制的投資策略來幫助投資者追求收入和資本增值。今天的推出是在該公司的第一隻ETF麥迪遜股息價值ETF（紐約證券交易所代碼：DIVL）首次亮相之後，該ETF投資於收益率和增長潛力高於市場的支付股息的股票。麥迪遜投資計劃在未來幾周內擴大其ETF套件的發行範圍，推出兩款活躍的固定收益產品：麥迪遜綜合債券ETF（紐約證券交易所代碼：MAGG）和麥迪遜短期戰略收益ETF（紐約證券交易所代碼：MSTI）。
"Given the current investment environment, there is a palpable demand for strategies that pursue both stability and performance differentiated from traditional benchmarks," says Steven Carl, Chair of the Executive Committee and Chief Distribution Officer. "Each active ETF utilizes a disciplined investment process to pursue consistent income and market-like growth with below-market risk. We believe these funds are a testament to our legacy of providing investment strategies that balance return potential with risk management."
執行委員會主席兼首席分銷官史蒂文·卡爾說：“鑑於當前的投資環境，對追求穩定性和業績的策略有明顯的需求，這與傳統基準有所不同。”“每隻活躍的ETF都利用紀律嚴明的投資流程來追求穩定的收入和市場般的增長，風險低於市場。我們認爲，這些基金證明了我們在提供平衡回報潛力和風險管理的投資策略方面的傳統。”
The Madison Covered Call ETF aims to provide consistent total return while producing a high level of income and gains from options premiums and dividends. Employing an active stock and active covered call writing strategy, CVRD offers a diversified income stream with potential for capital appreciation. It has an expense ratio of 0.90%. The Madison Covered Call ETF is managed by the experienced team of Ray Di Bernardo and Drew Justman, both CFAs and Portfolio Managers who bring a combined 60 years of industry experience.
Madison Covered Call ETF旨在提供穩定的總回報，同時從期權溢價和股息中獲得高收入和收益。CVRD採用活躍股票和主動備兌看漲期權寫入策略，提供具有資本增值潛力的多元化收入來源。它的支出比率爲0.90％。麥迪遜Covered Call ETF由雷·迪·貝爾納多和德魯·賈斯曼組成的經驗豐富的團隊管理，他們都是CFA和投資組合經理，他們擁有總共60年的行業經驗。
Ray Di Bernardo notes, "Having actively managed covered call portfolios since 2004, our experience in this space is time-tested. With CVRD, we are extending our proven strategy to a broader audience drawn to the ETF format. Our commitment to active management and a traditional, single-stock covered call approach offers a compelling strategy for investors searching for higher-yielding products."
Ray Di Bernardo指出：“自2004年以來，我們一直積極管理備兌看漲投資組合，我們在該領域的經驗久經考驗。通過CVRD，我們正在將我們久經考驗的策略擴展到被ETF格式吸引的更廣泛受衆。我們對主動管理和傳統的單一股票擔保看漲方法的承諾爲尋求更高收益產品的投資者提供了一種引人注目的策略。”
For more information on the Madison Covered Call ETF and the Madison Dividend Value ETF, please visit madisonfunds.com/etfs.
有關麥迪遜備兌看漲期權ETF和麥迪遜股息價值ETF的更多信息，請訪問 madisonfunds.com/etfs。
About Madison Investments:
Madison Investments is an independent investment management firm based in Madison, WI. The firm was founded in 1974, has approximately $22.9 billion in assets under management as of June 30, 2023, and is recognized as one of the nation's top investment firms. Madison Investments offers domestic fixed income, U.S. and international equity, covered call, multi-asset, insurance, and credit union investment management strategies.
關於麥迪遜投資：
麥迪遜投資是一家總部位於威斯康星州麥迪遜市的獨立投資管理公司。該公司成立於1974年，截至2023年6月30日，管理的資產約爲229億美元，被公認爲全美頂級投資公司之一。Madison Investments提供國內固定收益、美國和國際股票、擔保看漲期權、多元資產、保險和信用合作社投資管理策略。
For more information, please visit:
欲了解更多信息，請訪問：
Media Contact:
Gregory FCA for Madison Investments
madisoninvestments@gregoryfca.com
媒體聯繫人：
麥迪遜投資的 Gregory FCA
madisoninvestments@gregoryfca.com
Disclosures
披露
Before investing in any Madison Fund, you should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the Fund's prospectus and summary prospectuses and should be read carefully before investing. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. This website is intended for U.S. residents only. The information on this website does not constitute an offer to sell, or a solicitation of an offer to purchase, securities in any jurisdiction to any person to whom it is not lawful to make such an offer. Past performance is no guarantee of future results.
在投資任何麥迪遜基金之前，您應仔細考慮投資目標、風險、費用和支出。這一信息和其他重要信息載於基金的 招股說明書 和 招股說明書摘要 並且在投資前應仔細閱讀。投資沒有聯邦存款保險公司保險，也不是銀行或任何其他實體的存款或擔保，因此它們可能會貶值。本網站僅適用於美國居民。本網站上的信息不構成在任何司法管轄區向不合法向任何人出售證券的要約或招攬購買證券的要約。過去的表現並不能保證未來的業績。
"Madison" and/or "Madison Investments" is the unifying tradename of Madison Investment Holdings, Inc., Madison Asset Management, LLC, and Madison Investment Advisors, LLC. Madison Funds are distributed by MFD Distributor, LLC. Madison is registered as an investment adviser with the U.S. Securities and Exchange Commission. MFD Distributor, LLC is registered with the U.S. Securities and Exchange Commission as a broker-dealer and is a member firm of the Financial Industry Regulatory Authority ().
“麥迪遜” 和/或 “麥迪遜投資” 是麥迪遜投資控股公司、麥迪遜資產管理有限責任公司和麥迪遜投資顧問有限責任公司的統一商號。麥迪遜基金由 MFD Distributor, LLC 分銷。麥迪遜在美國證券交易委員會註冊爲投資顧問。MFD Distributor, LLC在美國證券交易委員會註冊爲經紀交易商，並且是金融業監管局的成員公司（)。
The net asset value ("NAV") per share for each fund and class is determined each business day at the close of regular trading on the New York Stock Exchange (typically 4:00 p.m. Eastern Time) by dividing the net assets of each fund and class by the number of shares outstanding of that fund and class.
每隻基金和類別的每股淨資產價值（“NAV”）是在每個工作日紐約證券交易所常規交易收盤時（通常是美國東部時間下午4點）通過將每個基金和類別的淨資產除以該基金和類別的已發行股票數量來確定。
Shares of any ETF are bought and sold at market price (not NAV), may trade at a discount or premium to NAV and are not individually redeemed from the Fund.
任何ETF的股票均按市場價格（不是資產淨值）買入，交易價格可能低於資產淨值或溢價，並且不能單獨從基金中贖回。
Diversification does not assure a profit or protect against loss in a declining market.
在下跌的市場中，多元化並不能保證盈利或防止損失。
The writer of a covered call option forgoes, during the option's life, the opportunity to profit from increases in the market value of the security covering the call option above the sum of the premium and the strike price of the call but has retained the risk of loss should the price of the underlying security decline.
擔保看漲期權的作者在期權存續期內放棄了從涵蓋看漲期權的證券市值上漲中獲利的機會，該證券的市值超過了看漲期權的溢價和看漲期權的行使價之和，但如果標的證券價格下跌，則保留了虧損的風險。
CVRD - An investment in the fund is subject to risk and there can be no assurance the fund will achieve its investment objective. The risks associated with an investment in the fund can increase during times of significant market volatility. The principal risks of investing in the fund include: equity risk, growth and value investing risk, special risks associated with dividend paying stocks, option risk, interest rate risk, capital gain realization risks to taxpaying shareholders, and foreign security and emerging market risk. More detailed information regarding these risks can be found in the fund's prospectus.
CVRD——對基金的投資存在風險，無法保證該基金會實現其投資目標。在市場劇烈波動時期，與基金投資相關的風險可能會增加。投資該基金的主要風險包括：股票風險、增長和價值投資風險、與支付股息的股票相關的特殊風險、期權風險、利率風險、納稅股東的資本收益實現風險以及外國證券和新興市場風險。有關這些風險的更多詳細信息可以在基金的招股說明書中找到。
DIVL - An investment in the fund is subject to risk and there can be no assurance the fund will achieve its investment objective. The risks associated with an investment in the fund can increase during times of significant market volatility. The principal risks of investing in the fund include: equity risk, growth and value investing risk, special risks associated with dividend paying stocks, option risk, interest rate risk, capital gain realization risks to taxpaying shareholders, and foreign security and emerging market risk. More detailed information regarding these risks can be found in the fund's prospectus.
DIVL——對基金的投資存在風險，無法保證該基金會實現其投資目標。在市場劇烈波動時期，與基金投資相關的風險可能會增加。投資該基金的主要風險包括：股票風險、增長和價值投資風險、與支付股息的股票相關的特殊風險、期權風險、利率風險、納稅股東的資本收益實現風險以及外國證券和新興市場風險。有關這些風險的更多詳細信息可以在基金的招股說明書中找到。
Our expectation is that investors will participate in market appreciation during bull markets and be protected during bear markets compared with investors in portfolios holding more speculative and volatile securities. There is no assurance that these expectations will be realized.
我們預計，與持有更多投機性和波動性更強的證券的投資組合的投資者相比，投資者將在牛市期間參與市場升值，並在熊市期間受到保護。無法保證這些期望會得到實現。
The firm's Assets Under Management is calculated as of 6/30/2023. The AUM includes all accounts to which Madison provides discretionary and non-discretionary advisory services, including accounts of a third-party adviser where Madison provides non-discretionary model portfolio services.
該公司管理的資產的計算截止日期爲2023年6月30日。資產管理規模包括麥迪遜提供全權委託和非全權諮詢服務的所有賬戶，包括麥迪遜提供非全權投資組合服務的第三方顧問賬戶。
譯文內容由第三人軟體翻譯。