The Bramshill Diversified Income Strategy is an income generating strategy which seeks to maximize total return across various asset classes, while allowing daily transparency and liquidity. The strategy invests in an unconstrained portfolio of income-generating securities across six core asset classes: investment grade corporates, high yield corporates, preferred securities, municipal bonds, dividend equities, and US Treasuries. The portfolio seeks to generate tax efficient income with a current yield of greater than 5% in high quality income-generating securities that maintain strong credit metrics. An actively managed approach incorporates relative value analysis at both the asset class and individual security level. The strategy rotates securities within each asset class using proprietary quantitative models and fundamental credit research to seek the best risk-adjusted return opportunities.
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