Strategy Overview

  • Quantitative model seeks to determine the overall buy / sell bias by looking at a variety of bond and equity data inputs on a daily basis
  • Quantitative process is designed to help reduce discretionary biases when determining the best opportunities to allocate into higher yielding securities
  • Constantly monitors the efficiency and effectiveness of the model in response to changing economic and market environments

Investment Objective

The Managed Income Strategy strives to provide investors with the potential to generate stable, above average total returns, with low drawdown.

Strategy Highlights

Asset 1

Quantitative investment process

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Seeks to select the best opportunities to allocate to higher yielding securities

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Actively managed to help monitor risk

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Capital gains help to potentially enhance total return

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Verified performance


Investor Presentation


Strategy Drawdowns vs Indices

Managed Income Strategy Materials

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Quarterly Fact Sheet

Most recent strategy returns, key statistics, exposures and holdings related data

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Investor Presentation

Overview of our investment universe, philosophy, process and portfolio characteristics

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Performance Analytics

Comprehensive analysis of returns and various performance-related statistics since inception