The Timber Point Alternative Income Strategy is a fixed income diversification approach designed to complement traditional bond portfolios by diversifying away from interest rate risk, as the primary source of return
Complement to Traditional Bond Portfolios
Highly diversified portfolio of income securities including traditional domestic fixed income, high yield, emerging market debt, bank loans and dividend oriented equities.
Lower Targeted Volatility
Higher total return targets versus traditional fixed income, with equal or lesser volatility achieved from diversification and hedges.
Macro Risk Overlay
Utilize the resources of the firm's macro asset allocation team to further hedge and mitigate meaningful drawdown risk.
"Going forward, among the biggest challenges investors will face will be prudent income generation in a low interest rate environment"
David Cleary, CFA - Timber Point Founder & CIO
Strategy Materials
Fact Sheet
Most recent strategy returns, key statistics, exposures and holdings related data.
