The strategy employs a top-down macroeconomic approach to determine an intermediate term tactical asset allocation in order to manage risk and income. The team then uses a bottom-up, fundamentally driven approach to portfolio construction utilizing both traditional and non-traditional sources of income. This actively managed strategy seeks to provide a higher yield than the Barclays Capital U.S. Aggregate Bond Index, the Blended Benchmark of 50% Russell 1000 / 50% Barclays Capital U.S. Aggregate, and the Russell 1000 Index. The strategy holdings are diversified amongst Income Oriented Equities, Preferred Stocks, REITs, MLPs, Emerging Markets Debt, High Yield Bonds, Bank Loans, Investment Grade Bonds, and other income generating securities. To achieve proper diversification, the strategy may employ mutual funds, ETFs, and other commingled products in order to represent part or all of one of the aforementioned asset classes.
Lawrence M. Fields
Heather J. Perlmutter, Portfolio Manager
Joseph S. Piropato, Portfolio Manager
Michael T. Meltzer
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