Tactical Income Strategy

Balanced tactical management that seeks competitive total returns from a portfolio of income-generating securities with significantly reduced risk.

A macro-economic framework developed and monitored by the Investment Team that informs asset allocation and sector weightings.

Individual issue selection grounded in deep fundamental analysis, valuation, correlation, and other factors.

A 20-Year audited track record across a variety of market cycles.

IN DEPTH

The Tactical Income strategy is an actively managed multi-asset portfolio of income-producing securities that seeks to preserve capital, minimize volatility, and provide competitive total returns across market cycles.

A six to 18-month outlook on macroeconomic factors, such as fiscal and monetary policy, interest rates, commodity pricing, and general business conditions, shapes broad allocations to fixed income, equity, and cash.

Sector weightings further reflect the Investment Team’s views on economic cycles, with an eye toward managing across earnings growth, quality, and more defensive consumer staples categories.

In addition to traditional fixed income securities, other income-producing securities in the portfolio can include dividend-paying common shares, preferred shares, and REITs, among others.

Individual securities are selected via a disciplined process based on deep fundamental analysis with a preference for companies with steady dividend growth, solid balance sheets, and industry leadership.

AT A GLANCE

Portfolio Highlights

Where it Fits in Your Portfolio

As a companion to a core fixed income allocation with diverse opportunistic yield plays; as part of a core equity allocation with reduced risk; or as a core allocation for income generation with reduced risk.

Craig O’Neil

Chief Executive Officer

A Low Volatility Core Solution

Equity Portfolio Complement

Bond Portfolio Enhancement

Balanced Portfolio Complement

Income Oriented Standalone Solution

Related Resources

In their own words: Tactical Income Strategy