Enhance Income & Cash Flow | Manage Sector or Interest Rate Risk | Protect Purchasing Power | Improve Diversification
Closed-end funds have long been valued for the potential to provide attractive income. Through asset allocation, our proprietary valuation methodology, and active cash management and portfolio protection, we create customized solutions to help add regular income potential to your portfolio with closed-end fund strategies.
Fixed Income | Currencies | Equities | Commodities |
Strategy | Economics | Policy
We manage a multi-asset class portfolio through an investment process guided by a rules-based discipline with preset criteria – a set of core tenets refined over decades of experience. These principles of prudent risk management are integrated into every facet of our existing strategy.