Our Fund Strategies Provide Multi-Alternative Solutions that Fit Perfectly with Any Investment Portfolio
The objective of the Fund is to preserve capital for investors through a variety of market environments and achieve 5-7% net returns with lower price volatility compared to equity markets. The Fund is unique in its focus on the high yield bond market, utilization of low levels of leverage, and controlling risk though hedging individual bond holdings by shorting the equity of the same company.
Investors: | Available to Accredited Investors |
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Portfolio Manager: | Randy Steuart |
Inception Date: | February 1, 2016 |
Geographic Region: | North America |
Benchmark: | iShares U.S. High Yield Bond Index ETF (CAD-Hedged) |
Subscriptions: | Monthly |
Redemptions: | Monthly |
Lock-Up: | None |
# of Ideas | 44 |
Portfolio Yield | 6.1% |
Duration | 2.7 Years |
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