ZEGA Investments
Overview
ZEGA Investments is a private investment firm specializing in options-based strategies to enhance portfolio returns and manage risk. The firm focuses on providing innovative hedging solutions to protect investors' equity positions while driving maximum returns. Their investment approach combines technology, data, and experience to craft products and services designed to meet and exceed clients' expectations. The firm's investment strategies include HiPOS (High Probability Options Strategy), Buy & Hedge, and ZBIG, which aim to help investors navigate volatile and uncertain markets. ZEGA's team comprises professionals with extensive experience in financial markets, including former directors at TD Ameritrade and experts in options, futures, and technical analysis. ZEGA Investments is committed to transparency and client engagement, offering resources such as Form ADV Part 2A and a discretionary investment agreement on their website. They also provide contact information for inquiries and emphasize the importance of consulting a professional advisor before implementing any investment strategies.
Investment Focus
- Accredited investors only
- Investment horizon of 5 years or more
- Interest in options-based investment strategies
- Ability to withstand potential short-term volatility
Portfolio Companies
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Unlock full contacts →Frequently asked questions about ZEGA Investments
What sectors does ZEGA Investments invest in?
ZEGA Investments invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Florida, United States. ZEGA Investments is listed as a private investment firm in the ConnectSafely investor database.
What stage does ZEGA Investments invest at?
ZEGA Investments backs companies at Growth, Late Stage and Pre-IPO, writing cheques of 1M - 50M.
Which regions does ZEGA Investments invest in?
ZEGA Investments invests across United States.
What companies has ZEGA Investments invested in?
ZEGA Investments's portfolio includes Apple, Microsoft, Amazon, Alphabet, Facebook, Johnson & Johnson, ExxonMobil and Procter & Gamble.
Last updated · Source: ConnectSafely investor database
