Fixed Income​ Investment Strategy

Our Methodology for Both Taxable and Tax-Advantaged Bonds

• Intermediate duration: An average duration of 3 to 7 years
• Upper investment grade securities: AA +/- average rating
• Sector allocation: We shift allocation weightings in anticipation of perceived market trends
• Historical trend analysis: Historical data provides insights into recurring patterns
• Opportunity-focused trading: We monitor price movements and market activity for buy and sell opportunities
• Diversification: We diversify across Treasury and government bonds, closed-end funds, exchange-traded funds, and open-end funds (in both domestic and international bond markets)

Advantages of Our Fixed Income Strategy

• By buying at a discount, we aim to enhance the investment’s current yield, while seeking the potential for capital appreciation.
• Taxable bond closed-end funds often offer attractive intra-day liquidity