BTS Asset Management Enhanced Equity A

BTS Asset Management Enhanced Equity A is a mutual fund focused on delivering both growth and income by investing primarily in mid- and large-cap U.S. equities. The fund employs a multi-strategy approach, blending three distinct methodologies: selecting high-quality companies with strong dividend growth histories, targeting firms with robust balance sheets capable of internally financing their growth, and identifying stocks with high dividend yields. These strategies are combined with a covered call overlay, which allocates up to 10% to options-based strategies to further enhance yield potential. By screening securities across all 11 GICS sectors and applying a proprietary, rule-based selection algorithm, the fund aims to optimize sector positioning—overweighting top sectors and excluding weaker ones—to improve risk-adjusted returns. The asset’s structure is designed to offer diversification from growth-heavy benchmarks like the S&P 500, focusing instead on value opportunities, consistent income, and risk management. This makes BTS Asset Management Enhanced Equity A notable for investors seeking a disciplined, income-oriented approach to U.S. equities, underpinned by quantitative selection and tactical sector allocation.