The Bramshill Income Performance Strategy is a fixed income strategy that seeks to maximize total return across various asset classes. The Strategy invests in a tactical portfolio of income-producing securities, including investment grade and high-yield bonds, preferreds, municipal bonds, U.S. Treasuries. The portfolio is actively managed, incorporating sector allocations and tactical hedging during various interest rate and market environments. The Strategy uses fundamental credit and relative value analysis, and focuses on securities with transparent pricing, actively-traded capital structures and liquidity. The Strategy is unlevered, highly-liquid, not benchmark dependent and seeks to maintain an investment grade profile.
To obtain a compliant presentation and/or the firm’s list of composite descriptions, please email us at info@bramshillinvestments.com.
Bramshill Investments may be accessed through two product types: separately managed account and mutual fund (Bramshill Income Performance Fund – BRMSX).
The Bramshill Tactical Fixed Income Strategy is offered through one or more pooled investment vehicles, the interests of which are privately offered only to accredited investors and/or qualified purchasers. The strategy invests across three uncorrelated asset classes: preferreds, corporate credit and municipals. The strategy’s positioning is based on relative value and fundamental credit analysis. The Fund utilizes 1-2 turns of leverage directionally seeking to capture mispricings of undervalued and overvalued securities. The strategy utilizes proprietary and custom built quantitative and systematic alert systems built to capture intra-capital structure dislocations. The strategy invests in liquid, transparent securities with quarterly liquidity terms.
To obtain a compliant presentation and/or the firm’s list of composite descriptions, please email us at info@bramshillinvestments.com.
The Bramshill-SIG UCITS Income Performance Fund is an open-end fund incorporated in Ireland. The Fund's objective is to maximize total return across a diversified portfolio of fixed income products. The Fund invests in income-producing securities, including US corporate credit, US Preferreds, US Municipals and US Treasuries. The Fund may also invest up to 15% in fixed income closed-end funds and up to 10% in fixed income ETF’s. The Strategy uses fundamental credit and relative value analysis, and focuses on securities with transparent pricing, actively-traded capital structures and liquidity. The Strategy is unlevered, highly-liquid, not benchmark dependent and seeks to maintain an investment grade profile.
To obtain a compliant presentation and/or the firm’s list of composite descriptions, please email us at info@bramshillinvestments.com.
The Structured Products Strategy is a long/short strategy offered through a Master Feeder and/or offshore vehicles, the interests of which are privately offered only to Accredited Investors and/or Qualified Purchasers. The Strategy and the experienced investment team are led by a seasoned portfolio manager, Paul van Lingen, who is a veteran in Structured Products with an established track record throughout his career investing and managing risk for over 25 years. The investment team’s process, focused on Paul’s investing style and risk management expertise, has proven to find opportunities by being patient and highly liquid to take advantage of commonly occurring market dislocations and maintaining superior liquidity for the Strategy’s long-term investment horizons. The Strategy uses a top-down and bottoms-up fundamental analysis supported by quantitative and qualitative models to invest in Structured Products secured by cash-flowing assets (ratings agnostic). The Structured Products market includes Agency and non-Agency RMBS and CMBS, ABS, CLO, whole loans and other instruments secured by assets that generate cashflow. The Strategy actively rotates within the Structured Products market, seeking the sectors and investments with the best relative value and risk adjusted returns, typically high in the capital structure and low in duration. The Strategy is highly liquid, not benchmark dependent and utilizes short duration securities and when appropriate moderate leverage, while actively hedging the portfolio.
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 a bottoms 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.
