Income Series
These funds are ideal for investors seeking monthly income. The funds invest in a wide range of income producing securities including high yield and corporate debt along with higher yielding preferred and common equities. These funds are a complement to government fixed-income portfolios and are structured to mitigate adverse credit and interest rate risks.
|
Income Series |
Description |
Style & Market Capitalization |
Typical Market Exposure |
Portfolio Manager(s) |
Firm, Location |
Gross Exposure Range |
Net Exposure Range |
Geographical Focus |
Income
|
Arrow High Yield |
High Yield Bonds |
Value, Large Cap |
Variable Bias |
Nate Brown
Guy Caplan
Bobby Richardson
|
Raven Rock Capital, Chapel Hill, NC |
50 to 200% |
-50 to 150% |
North America |
| COR US Equity Income |
High Yield Equity |
Value, Mid Cap |
Long-Biased |
Steven Sugarman |
COR Capital, Santa Monica |
20 to 100% |
50 to 200% |
USA |
| East Coast Investment Grade |
Investment Grade Bonds |
Value, Mid-Large Cap |
Variable Bias |
Mike MacBain
|
East Coast Fund, Management, Toronto |
150 to 250% |
0 to 70% |
Canada |
Raven Rock Income
|
Convertible, High Yield Bonds |
Small - Large Cap |
Long-Biased |
Nate Brown
Guy Caplan
Bobby Richardson
|
Raven Rock Capital, Chapel Hill, NC |
200 to 400% |
20 to 180% |
USA |