• A global equity income strategy designed to try to dampen the volatility of a client’s overall asset allocation
  • Objective is to try to provide better-than-bond returns but with lower-than-equity market risk, plus liquidity
  • Target return derived from current income plus equity appreciation from earnings growth
  • Non-benchmark; total-return orientation
  • Generally 90-95% invested, but may hold more cash or market inverse ETFs at certain times

 

     Portfolio Manager: Howard Chin

     Annual Fee of 1.0%

     Link to quarterly commentaries