Income Opportunities

Investment approach

The strategy’s investment objectives are to generate absolute returns throughout the credit cycle by investing long and short in credit and other income generating securities; and to pay out a distribution on a quarterly basis corresponding to the income generated from the Portfolio. The Fund will also seek to preserve capital and mitigate risk through the application of both portfolio and risk management tools.

Key Characteristics

  • Invest in income generating securities throughout the capital structure
  • Go long the most attractive income securities and sell short the most over-valued securities
  • Capability to hedge credit and interest rate risk
  • The portfolio will be managed to capture market dislocations Investment managers with a proven track record of generating risk adjusted returns
  • Disciplined and rigorous approach to risk management