CORE EQUITY CONVERTIBLE_INVESTMENT INVESTMENT GRADE CONVERTIBLES FLEXIBLE ALLOCATION BALANCED

Discretionary
Convertibles

Investment Grade
Convertibles

Core Equity

Flexible Allocation

Balanced

HEDGED CONVERTIBLES

Hedged
Convertibles

STRATEGIES
  • Investment Team displays exemplary depth and continuity
  • Participation in the appreciation of common stocks
  • Less volatility than common stocks
  • Typically higher current income than corresponding common stocks
  • Debt component provides downside protection and the ability to collect interest and principal
  • Attractive up/down capture ratio vs. S&P 500 since inception

Diversified portfolio of convertible securities

CONVERTIBLE INVESTMENT

 Convertible

Investment

Benefits Securities Utilized Risk/Return Profile Risk Controls

FACT SHEET

HISTORY TEAM PHILANTHROPY
SPOTLIGHT TAP THE EXPERTS LEARNING RESOURCES

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