IDVO: I Say 'Oui' To This International Covered Call Fund

Core Insights - The article reflects on the performance of DIVO, suggesting that it may have been underestimated in the current market context [1] Group 1: Company Performance - DIVO is noted to have struggled to distinguish itself in the competitive market landscape [1] - The author acknowledges a potential bias in previous assessments of DIVO's market position [1] Group 2: Investment Philosophy - The article emphasizes the importance of macro-oriented and data-driven investment strategies [1] - It highlights the significance of risk management and position sizing over mere security selection [1] - The author advocates for identifying narrative trends ahead of mainstream financial media, termed as the hunt for information alpha [1]