CORE EQUITY CONVERTIBLE_INVESTMENT INVESTMENT GRADE CONVERTIBLES FLEXIBLE ALLOCATION BALANCED

Convertible Investment

Investment Grade
Convertibles

Core Equity

Flexible Allocation

Balanced

HEDGED CONVERTIBLES

Hedged
Convertibles

Convertible Investment

STRATEGIES Risk/Return Profile
  • Investment Team displays exemplary depth and continuity
  • Low to moderate volatility and the ability to produce positive returns in both advancing and declining market environments
  • Equity risk is reduced through the utilization of hedging techniques
  • Full transparency and liquidity

Diversified portfolio of convertible securities in a market-neutral framework in either an unleveraged (CI) or leveraged (HCO) format

HEDGED CONVERTIBLES

Hedged
Convertibles

FACT SHEET (CI)

FACT SHEET (HCO)

Benefits Securities Utilized Risk Controls
HISTORY TEAM PHILANTHROPY
SPOTLIGHT TAP THE EXPERTS LEARNING RESOURCES

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