The All Weather Income Strategy, incepted in 2016, is a diversified portfolio of income-producing securities. The strategy is managed in an individual account format and seeks to maximize total return across various sectors via dividends and income. The strategy invests across liquid markets such as real estate investment trusts, master limited partnerships, business development corporations, preferred securities, royalty trusts and closed-end funds. The strategy has a flexible allocation mandate which seeks to produce a consistent income across all market cycles. The portfolio is actively managed, incorporating a proprietary distribution model which focuses on high conviction income-producing securities with compelling risk-reward characteristics. The strategy uses a top down approach for macro analysis combined with bottom up fundamental analysis for individual security selection. The strategy is unlevered, highly-liquid and not benchmark dependent.

To obtain a compliant presentation and/or the firm’s list of composite descriptions, please email us at info@bramshillinvestments.com.