Kurv Investment Management

Kurv announces Week 4 March Distribution Estimate $NFLP $0.6500 $KQQQ $0.1500 per Share Ex-dividend / Record: 3/26/2025 Payable: 3/27/2025 Kurv Yield Premium Strategy implements options strategies and institutional discipline to seek monthly income by harnessing tech stock volatility. KQQQ seeks maximum total return by dynamically weighting top tech exposures to magnify upside and mitigate downside through income. It's a unique growth strategy with income. For important disclosures: https://lnkd.in/grdNR8f2 Investors should carefully consider the investment objectives. risks, charges and expenses of Exchange Traded Funds (ETFs) before investing. To obtain an ETF’s prospectus containing this and other important information, please call (833) 955-5878 or visit kurvinvest.com . Please read the prospectus carefully before you invest. The performance data quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate. Current performance may be higher or lower than the performance quoted. Distributor: Foreside Fund Services, LLC.

Make market volatility work for you, not against you. Kurv will host a live Q&A on March 27th at 4 PM ET, featuring Founder and CEO Howard Chan and Portfolio Manager Dominique Tersin, moderated by Client Solutions lead Richard Carr. The discussion will focus on the role of volatility in options income strategies. Register now: https://lnkd.in/gjbAxT_S

Volatility: Part I. Trade Wars. European Defense Spending. In this episode of Kurv Your Enthusiasm, hosts Howard Chan and Dominique Tersin discuss recent market trends, fiscal policies, the implications of tariffs on manufacturing, and increased European spending on defense. They delve into the concept of market volatility and its role in portfolio management. Watch now: https://lnkd.in/gPQjUYPk #investing, market trends, fiscal policy, #tariffs, #volatility, portfolio management, economic data, trade dynamics, gold, defense spending, #podcast Recorded 3/20/2025. This material contains the opinions of the speakers, and such opinions are subject to change without notice. This content is not to be considered as personalized investment advice or a recommendation of any particular security, strategy or investment product.

Kurv announces Week 3 March Distribution Estimate $AAPY $0.3000 $GOOP $0.4000 per Share Ex-dividend / Record: 3/19/2025 Payable: 3/20/2025 Kurv Yield Premium Strategy implements options strategies and institutional discipline to seek monthly income by harnessing tech stock volatility. For important disclosures: https://lnkd.in/grdNR8f2 Investors should carefully consider the investment objectives. risks, charges and expenses of Exchange Traded Funds (ETFs) before investing. To obtain an ETF’s prospectus containing this and other important information, please call (833) 955-5878 or visit kurvinvest.com . Please read the prospectus carefully before you invest. The performance data quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate. Current performance may be higher or lower than the performance quoted. Distributor: Foreside Fund Services, LLC.

Kurv announces Week 2 March Distribution Estimate $AMZP $0.5500 $MSFY $0.2500 per Share Ex-dividend / Record: 3/12/2025 Payable: 3/13/2025 Kurv Yield Premium Strategy implements options strategies and institutional discipline to seek monthly income by harnessing tech stock volatility. For important disclosures: https://lnkd.in/grdNR8f2 Investors should carefully consider the investment objectives. risks, charges and expenses of Exchange Traded Funds (ETFs) before investing. To obtain an ETF’s prospectus containing this and other important information, please call (833) 955-5878 or visit kurvinvest.com . Please read the prospectus carefully before you invest. The performance data quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate. Current performance may be higher or lower than the performance quoted. Distributor: Foreside Fund Services, LLC.

Next week's distribution: $TSLP Declaration: 3/4/2025 Ex-dividend / Record: 3/5/2025 Payable: 3/6/2025 Kurv Yield Premium Strategy is a covered call strategy with a simple investment philosophy, seeking a fine balance between income generation and capital appreciation potential. Generated income can act as a cushion when the underlying exposure declines. Learn more about our differentiated approach. https://lnkd.in/gWcXKnZv For standardized performance current to the most recent month end for TSLP, please call (833) 955-5878 or https://lnkd.in/g9J_j9YS Distributor: Foreside Fund Services, LLC.

Kurv announces February Week 4 Distribution Estimate for Kurv Yield Premium Strategy Netflix ETF and Kurv Tech Titans Select ETF. $NFLP $0.8500 $KQQQ $0.1500 per Share Kurv's Yield Premium Strategy is built on a differentiated approach to income investing. It's designed not only to seek monthly income from underlying stock price movements of $NFLX, but also to pursue opportunities to participate in price appreciation when applicable. Income investing + price appreciation potential. While covered call strategies may cap upside potential during sharp rallies, the income generated from options can act as a buffer against downside, particularly in the current market environment. Some investors view this approach as a defensive income tool. Learn more at https://lnkd.in/gQSvNWGV $KQQQ seeks maximum total return by dynamically weighting top tech exposures to magnify upside and mitigate downside through income. It's a unique growth strategy with income and is different from our Yield Premium Suite. Learn more at https://lnkd.in/gy7wk_sT Investors should carefully consider the investment objectives. risks, charges and expenses of Exchange Traded Funds (ETFs) before investing. To obtain an ETF’s prospectus containing this and other important information, please call (833) 955-5878 or visit kurvinvest.com . Please read the prospectus carefully before you invest. The performance data quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate. Current performance may be higher or lower than the performance quoted. Distributor: Foreside Fund Services, LLC.

Jevons Paradox. Tariffs. FX Markets. Carry Trade. In this episode of Kurv Your Enthusiasm hosts Howard Chan and Dominique Tersin delve into various economic principles and market dynamics, starting with Jevons Paradox. They discuss recent trends in equities, inflation, interest rates, and the implications of tariffs on the market. The conversation transitions into the FX market, highlighting the importance of currency risks for investors. Finally, they explore the mechanics of carry trades, emphasizing the significance of interest rates in currency valuation. Watch now: https://lnkd.in/eDA-CEGH #JevonsParadox, market dynamics, #inflation, #InterestRates #tariffs #FX currency risks, carry trades, economic principles, investing, #podcast Recorded 2/20/2025. This material contains the opinions of the speakers, and such opinions are subject to change without notice. This content is not to be considered as personalized investment advice or a recommendation of any particular security, strategy or investment product.

Characteristics of single-stock covered call strategy Income generation - covered calls on a stock can generate somewhat predictable income although they are not guaranteed Growth potential - skilled asset manager can potentially balance income production by leaving room to capture some of upside in applicable rising market condition Limited growth - since covered amount is limited, if underlying exposure experiences a sudden rally, a covered-call portfolio may miss out beyond covered amount Downside mitigation - generated income can act as a cushion when the underlying exposure declines. Learn more about generating income from growth stocks that usually pays little or no dividend. https://lnkd.in/gzfJcmKZ

Kurv will be hosting a live Q&A with Founder and CEO, Howard Chan, and Portfolio Manager, Dominique Tersin on February 27th at 4 pm ET. We will dive into the following: 1. Disciplined approaches that matter when pursuing long-term consistency 2. Roles of covered call strategies in various market environments 3. Provide practical insights to help you evaluate different strategies Register now: https://lnkd.in/g9ccAsYQ