Presentations (2872)
Our Perspective TAX REFORM AND MUNIS – JANUARY 2017 Ronald Schwartz, CFA Managing Director, Senior Portfolio Manager, Tax-Exempt Ron is a Senior Portfolio Manager focused on the TaxExempt Strategies. He has worked in the investment management industry since 1982. Ron received a B.A. in Business Administration from Adelphi University and is a CFA Charterholder and a member of the CFA...
Villere & Co. Fourth Quarter 2016 MUTUAL FUNDS COMMENTARY Seeking Good Stocks – Our Ongoing Commitment The fourth quarter saw the stunning election of Donald Trump as president followed by a very Brexit-like short-term market decline and recovery. Villere portfolio managers have been fielding questions from the media and investors alike: how do we think this administration...
Seix Investment Advisors Perspective | Written by James F. Keegan and Perry Troisi CAN TRUMP MAKE BONDS GREAT AGAIN? REVIEW OF THIRD QUARTER 2016 JAMES F. KEEGAN Chairman and Chief Investment Officer PERRY TROISI Senior Portfolio Manager U.S. Government/Securitized ABOUT THE BOUTIQUE SEIX INVESTMENT ADVISORS LLC Seix Investment Advisors LLC (Seix) is a fundamental, credit-driven fixed...
Total Return Bond Management: Full Market Cycle Demystified An over-emphasis on interest rates risks missing the potential spread cycle alpha opportunities that result in more consistent outperformance across investment grade strategies. Total Return Bond Management: Full Market Cycle Demystified CONTENTS 2 Bond Management 101 An over-emphasis on interest rates risks missing the...
ANGEL OAK MULTI-STRATEGY INCOME FUND DECEMBER 31, 2016 Returns in Periods of Rising Rates FUND OBJECTIVE While interest rates continue to test period lows, improving economic conditions and an impending end to quantitative easing make the prospects for rising rates even more of a reality. While rising rates could significantly impact much of the traditional fixed income market with...
ANGEL OAK HIGH YIELD OPPORTUNITIES FUND FACT SHEET | DECEMBER 31, 2016 ANHAX | ANHIX | ANHCX Angel Oak High Yield Opportunities Fund The High Yield Opportunities Fund seeks to provide current income. Capital appreciation is a secondary objective. The goal of the Fund is to maximize long-term risk adjusted returns relative to the market with an emphasis on minimizing downside risk. The...
ANGEL OAK FLEXIBLE INCOME FUND FACT SHEET | DECEMBER 31, 2016 ANFLX | ANFIX | AFLCX Angel Oak Flexible Income Fund The Fund seeks to generate income and total return. It takes a distinct approach to credit investing, actively allocating across higher-yielding global fixed income instruments that may not be as sensitive to changes in interest rates. The flexible nature of the Fund...
ANGEL OAK MULTI-STRATEGY INCOME FUND FACT SHEET | DECEMBER 31, 2016 ANGLX | ANGIX | ANGCX Angel Oak Multi-Strategy Income Fund • Seeks total return by principally investing in investment grade and below investment grade fixed income securities. • Offers investors access to the structured credit markets (Residential Mortgage-Backed Securities, Asset-Backed Securities,...
Angel Oak Capital Advisors, LLC Angel Oak High Yield Opportunities Fund Year-End Review December 31, 2016 Quarter in Review Strong Finish to a Volatile Year Source: Bloomberg, Yieldbook Angel Oak Capital Advisors, LLC Quarterly...
Angel Oak Capital Advisors, LLC Flexible Income Fund Year-End Review December 31, 2016 Disclaimers Flexible Income Fund Performance: Net Total Returns (as of 12/31/16) 4Q 2016 YTD 1 Yr. SI1 Class I 1.45% -0.34% -0.34% 1.73% Class A at NAV 1.46% -0.57% -0.57% 1.51% Class A at MOP2 -0.87% -2.83% -2.83% 0.44% Bloomberg Barclays U.S. Aggregate Bond...
Angel Oak Capital Advisors, LLC Angel Oak Multi-Strategy Income Fund Year-End Review December 31, 2016 Disclaimers Multi-Strategy Income Fund Performance: Net Total Returns (as of 12/31/16) 4Q 2016 1.93 YTD 4.28 1 Yr. 4.28 3 Yr. 4.03 5 Yr. 7.54 SI1 8.09 Class A at NAV 1.82 4.08 4.08 3.76 7.32 7.89 Class A at MOP2 -0.48 1.78 1.78 2.96 6.84 7.44 Bloomberg Barclays U.S....
2017 Outlook Opportunities in non-traditional fixed income and structured credit Covered Topics →→ Key drivers of the U.S. fixed income markets in 2017 →→ Views on the economy and interest rates with the new administration Contributors Sreeni Prabhu Chief Investment Officer Brad Friedlander Head Portfolio Manager →→ Outlook for the mortgage...
Commentary BARROW October 2016 FUNDS Barrow Street Advisors Leadership Nicholas Chermayeff Principal 25 years of industry experience BA Harvard College Robert F. Greenhill, Jr. Principal 26 years of industry experience BA Harvard College MBA Harvard Business School David R. Bechtel Principal 26 years of industry experience BA Yale University JD Stanford Law...
FACT SHEET BARROW FUNDS Value Principles l LONG/SHORT OPPORTUNITY FUND Private Equity Perspective Fund Facts Ticker / CUSIP BFSLX / 90386H800 Minimum Investment $2,500 Fund Inception August 30, 2013 December 31, 2016 Objective The Barrow Long/Short Opportunity Fund is a U.S. all-cap long/short equity strategy that seeks to generate long-term capital appreciation while attempting to...
BARROW Insights FUNDS Value Principles ï¬ Private Equity Perspective Barrow All-Cap Core Fund Institutional Class: BALIX Investor Class: BALAX Barrow All-Cap Long/Short Fund Institutional Class: BFSLX Investor Class: BFLSX Portfolio Managers Nicholas Chermayeff Principal 1 years of industry 2 experience BA Harvard College Robert F. Greenhill, Jr. Principal 2 years of...
