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Madison Covered Call & Equity Strategy Fund
AddedMar 20, 2024
UpdatedJun 18, 2026
Madison Covered Call & Equity Strategy Fund

Madison Covered Call & Equity Strategy Fund

Operating

Madison-based financial services firm specializing in equity investments & covered call options.

Location
Madison, WI, US
Firm
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Employees
Website

Madison Covered Call & Equity Strategy Fund is a closed-ended equity mutual fund managed by Madison Asset Management, LLC, and launched by Madison Investment Holdings, Inc. The fund focuses on investing in the public equity markets of the United States, targeting reasonably priced growth (GARP) stocks of large and mid-cap companies across diversified sectors. Additionally, the fund employs a strategy of writing covered call options to enhance its investment returns.

Key decision-makers at Madison Asset Management include experienced professionals with a robust background in financial services. The firm's investment philosophy centers on achieving growth at a reasonable price while mitigating risk through covered call options. Madison Covered Call & Equity Strategy Fund offers value-added services such as strategic financial planning and risk management to its portfolio companies, leveraging its expertise in equity investments and options trading.

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Classification

NAICS
  • 520000Finance and Insurance
  • 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
  • 523900Other Financial Investment Activities
  • 523990All Other Financial Investment Activities
  • 523999Miscellaneous Financial Investment Activities
SIC
  • 6700Holding And Other Investment Offices
  • 6720Investment Offices
  • 6722Management Investment Offices, Open-end
Show 2 more industry codes
NAICS
  • 525000Funds, Trusts, and Other Financial Vehicles
SIC
  • 6000Depository Institutions