Description Process Commentary
 
Income Opportunity
Investment Process

Fund Objectives:

  • The primary objective is to provide a high level of current income.
  • The secondary objective is capital appreciation and tax efficiency.
 
Description:
  • The Income Opportunity Fund is managed to provide higher current income than offered by traditional fixed income products.
  • The fund is an actively managed portfolio of liquid and transparent securities.
  • The focus is on companies with strong and improving cash flow sufficient to support a sustainable or rising income stream.
  • The fund will invest in a diversified group of income producing asset classes.
 
The Investment Universe Includes:
  • Preferred Stocks
  • Convertible Securities
  • Dividend Paying Common Stocks
  • REITs
  • Master Limited Partnerships & Trusts
  • Bonds and Other Debt Securities
  • Inflation-Protected Securities
  • Money Market Instruments
 
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