Below is a recent piece from Waverly Advisors. More info on their shop below, but institutional investors and sophisticated individuals on Idea Farm are eligible for a free trial. Please contact Chris Noye at email@example.com or 585.662.5189 to get setup.
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Link to the Article
Waverly Advisors’ options research has received acclaim in the institutional community with a new perspective on the problems of trading options and volatility. Waverly is a tactical research boutique specializing in quantitative and discretionary strategies; in options, our research uniquely combines our tactical (directional) bias on the underlying with volatility analysis to provide a unique perspective. We apply this to high level structures, looking at what makes sense in both the current directional environment and volatility regime, drilling down to sectors, related asset classes, hedging, and opportunistic trades in individual names. Further, as an independent RIA, with no prop desk, our interest is solely aligned with that of our clients—providing you with the best unbiased tactical approach to using options within your investment mandate.