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Glenmede Secured Options Portfolio (GTSOX)

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14.93 +0.05    +0.34%
01/11 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 42.91M
Type:  Fund
Market:  United States
Issuer:  Glenmede
Asset Class:  Other
Glenmede Secured Options 14.93 +0.05 +0.34%

GTSOX Overview

 
On this page you'll find an in-depth profile of Glenmede Secured Options Portfolio. Learn about the key management, total assets, investment strategy and contact information of GTSOX among other information.
Category

Options Trading

Total Assets

42.91M

Expenses

0.86%

Inception Date

40359

Investment Strategy

The investment seeks long-term capital appreciation and option premiums consistent with reasonable risk to principal. Under normal market circumstances, at least 80% of the value of the Portfolio's total assets (including borrowings for investment purposes) will be subject to secured option strategies, which are written covered call and/or secured put options on stock index ETFs, stock indices and/or individual stocks held by the Portfolio.

Contact Information

Address 11650 Market Street, Suite 1200
Philadelphia,PA 19103
United States
Phone 800-442-8299

Top Executives

Name Title Since Until
Stacey Gilbert - 2020 Now
Biography Stacey Gilbert is Chief Investment Officer of Glenmede Investment Management LP (GIM) and co-portfolio manager of Derivatives. Ms. Gilbert oversees portfolio management, research and trading operations, and shapes investment strategy and implementation. Prior to joining Glenmede, Ms. Gilbert served as the Head of Derivative Strategy at Susquehanna Financial Group. In this role, she led a team responsible for providing market commentary, actionable ideas and trading strategies driven by catalyst events, breaking news, and sector analysis. During her more than two decades at Susquehanna, she held several leadership positions, including key senior positions on the trading desk and the American Stock Exchange, trading both options and ETFs. Ms. Gilbert also led the company’s Education department. Ms. Gilbert earned a Bachelor of Arts degree in mathematics and a minor in economics from Dartmouth College.
Sean E. Heron Portfolio Manager 2010 Now
Biography Sean E. Heron, CFA, is a Portfolio Manager, Options & Derivatives, for The Glenmede Trust Company, N.A. (GTC) and a Portfolio Manager for Glenmede Investment Management LP (GIM), an affiliate of GTC. Sean manages the secured options products and leads a team responsible for providing clients with options and some alternative strategies. Mr. Heron began his career with Goldman Sachs. In 2003, he left the firm to help former Goldman Sachs Managing Director Thomas McGowan launch McGowan Investors, LP. Mr. Heron graduated from LaSalle University with a B.A. in Finance and an M.B.A in Accounting. He received his Chartered Financial Analysts designation® in 2004. Mr. Heron is a board member of the CFA Society of Philadelphia and serves as an instructor for the CFA Exam and as an Adjunct Professor at Rutgers University.
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