BALANCED FUND

The Bramshill Balanced Fund Strategy seeks to achieve a maximum total return over the long term, primarily through equity investments, but also with a measure of stability and safety introduced by a high-quality fixed income portfolio segment.  Equity investments normally represent 60 to 80% of the Balanced strategy’s portfolio at any given time. The strategy may invest in securities convertible into or exchangeable for common stock as well as in debt securities and preferred stocks believed to provide capital appreciation opportunities.

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