Samsung Asset Management said on the 22nd that it will newly list the KODEX U.S. Growth Covered Call Active exchange-traded fund (ETF), which invests in highly profitable U.S. tech growth stocks and seeks monthly dividends through a flexible option-selling strategy, on the 23rd.
The KODEX U.S. Growth Covered Call Active ETF is a product that invests in highly profitable tech growth stocks while simultaneously pursuing monthly dividends through flexible option selling. Samsung Asset Management described it as the Korea version of QDVO (Amplify CWP Growth & Income ETF), which has been recognized in the U.S. market for performance using a flexible covered call strategy.
The product invests in leading U.S. tech growth stocks and employs a strategy that seeks high option premiums by taking advantage of relatively large volatility. It uses the Nasdaq 100 as its benchmark and includes big tech corporations with clear earnings growth such as ▲ Nvidia ▲ Google ▲ Apple, as well as next-generation growth stocks like ▲ Rocket Lab, which has recently drawn attention in the aerospace sector.
In particular, it collaborates with CWP (Capital Wealth Planning), a U.S.-based advisory firm specializing in option strategies, to flexibly adjust the proportion of option selling. In a strong bull market, it minimizes the option allocation to focus on the share price gains of tech growth stocks, while in a sideways or bear market, it seeks to secure option premiums through strategic option selling to pursue solid long-term returns. It also plans to proactively respond to rapidly changing tech trends by executing both an options active strategy and an equities active strategy.
Song Ah-hyeon of Samsung Asset Management said, "In a market led by tech growth stocks, this product suits investors who want to manage volatility while following the trend of tech growth stocks," adding, "If you combine existing dividend-type products with this growth-type product, you can craft a smart investment strategy that captures stability, growth, and even two monthly cash flows."