The portfolio is designed to seek high dividend generation from holdings such as alternative investments and securities; designed for an investor who can withstand potential loss of principal.
.svg)
The portfolio is designed to seek high dividend generation from holdings such as alternative investments and securities; designed for an investor who can withstand potential loss of principal.
This strategy seeks total return through growth with a primary focus on instruments with a strong yield advantage compared to traditional fixed income markets. Assets are typically invested in a combination of traditional debt with modest amounts of leverage and non-traditional debt securities with strong yield-oriented characteristics.
Typical # of Holdings: 13-17
Minimum Investment: $25,000
Inception: 05-01-2015
Portfolio Manager: David Young, CFA
