Tailored Investment Strategies— Innovative Solutions

We offer a number of investment strategies, each designed to match our clients’ investment goals and risk tolerances. Within these strategies, clients can obtain exposure to a diversified mix of asset classes, reflecting the inherent value and diversity of the closed-end fund industry, including fixed income, municipal bonds, CLO equity, real estate, or a wide variety of other asset classes. The closed-end fund industry provides what we believe is a great structure for building diversified risk-adjusted portfolios regardless of macroeconomic conditions.

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Preferred

A strategy that invests in preferred shares, baby bonds, & senior notes for better risk-adjusted returns.

Fixed Income

An active approach to generating durable yield from U.S. fixed income closed-end funds.

Muni

U.S. municipal bond closed-end funds for risk-adjusted returns.

Our Process—
Ways We Work With Capital

Our unique strategies are designed for investors seeking diversification across asset classes and exposure to thousands of companies across industries and market caps. Each strategy upholds the disciplined risk management our clients expect while aiming to uncover value in unexpected places.