Sterling Capital Hedged Equity Premium Income ETF

The Sterling Capital Hedged Equity Premium Income ETF is an actively-managed exchange-traded fund that seeks long-term capital growth, income generation, and capital preservation. It primarily invests in U.S. large- and mid-cap equity securities and equity-related instruments, including prominent holdings such as Apple Inc., Microsoft Corp., Alphabet Inc., NVIDIA Corp., and Broadcom Inc., spanning technology, healthcare, financials, and consumer sectors. A key feature is its dynamic option overlay strategy, which involves writing covered call options to produce premium income while simultaneously buying protective put options and put spreads on up to 100% of the portfolio to hedge against downside market risk. Managed by Sterling Capital Management LLC, a subsidiary of Guardian Capital Group Limited with over five decades of experience in equity and multi-asset strategies, the ETF employs fundamental and quantitative analysis for stock selection across growth and value styles. Launched in December 2025, it plays a role in the financial markets by offering investors a balanced approach that combines equity exposure with enhanced income and risk mitigation in volatile environments.