Investment Process
Investment Objective:
The Fund seeks to maximize total return, consistent with preservation of capital.
Investment Overview:
An actively managed portfolio of high-yield bonds selected through rigorous fundamental analysis focused on cash-flow generation allows us to take advantage of inefficiencies in market prices while reducing portfolio risks. We believe our team approach focused on quality companies can generate competitive returns with lower risk than the broader high-yield market. In our view, the key to success is to know when a high-yield bond of a good company becomes a good high-yield bond investment.