The Income Performance Strategy
The Bramshill Income Performance Strategy is a fixed income strategy that is managed in an individual account format which 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.
The firm is a New Jersey-based, federally registered investment adviser that provides strategy-based asset management services to institutions, family offices and high-net-worth individuals in a separately managed account and/or fund format. To obtain a compliant presentation and/or the firm’s list of composite descriptions, please email us at email@example.com.
Bramshill Investments may be accessed through two product types: separately managed account and mutual fund (Bramshill Income Performance Fund – BRMSX).
The All Weather Income Strategy
The All Weather Income Strategy is managed by Trust and Fiduciary Partners, LLC (TFIP), a subsidiary of Bramshill Investments. The strategy was incepted in 2001. It is a diversified portfolio of income-producing securities that is managed in an individual account format which 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, building 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 firstname.lastname@example.org.