Bringing you live news and features since 2013
Bringing you news, views and analysis since 2013
Mutual funds

11579

Advisory Research launches strategic income fund

RELATED TOPICS​

Advisory Research has launched a new mutual fund, the Advisory Research Strategic Income fund.



The fund primarily seeks to generate high current income while maintaining broad diversification, and also provides investors with an opportunity to potentially obtain long-term capital appreciation.

The fund attempts to achieve its objectives by investing in income-producing securities that its portfolio managers determine to be undervalued. These securities include preferred stocks, convertible preferred stocks, common stocks, closed-end funds, master limited partnerships and corporate bonds.

The fund will allocate up to 80 per cent of its assets to preferred securities and up to 20 per cent each in the other security asset classes.

The fund’s portfolio managers will look to invest predominantly in securities with investment grade credit ratings or quality and that trade at a spread of 2.5 per cent or more over US Treasuries.

"In keeping with Advisory Research’s longstanding emphasis on value investing, we are offering this proven yield-generation strategy to investors at a time of historically low US Treasury yields, and in an investment vehicle which gives them daily liquidity," says Chris Crawshaw, president of Advisory Research. "Our disciplined approach and proven, bottom-up equity investment process, which includes extensive and fundamentally driven research, will provide investors with a broadly diversified portfolio consisting of high-income alternatives to Treasuries."

The fund’s strategy was first conceived by Advisory Research for use in two limited partnership accounts, which were launched in 2003. The limited partnership accounts’ performance history and approximately USD115m in assets have been transferred to the fund.

The Wealth Adviser Awards 2013 for the top wealth manager and service providers will be held in London towards the end of Q1 2013. Please click here to nominate your product/firm.
 

Latest News

Confidence in the continuing strength of bitcoin and Ethereum is driving wider interest in altcoins..
Discretionary fund manager ebi Portfolios, and asset manager Amundi have launched the SRI portfolio range,..
Regulatory and compliance issues are the most significant barriers to investment in private debt, according..

Related Articles

n response to the increased attention to climate change risk, institutional investors, asset managers, and asset owners in the US are committed to implementing a variety of measures to address climate change and reach their net-zero goals, according to Cerulli Associates...
n response to the increased attention to climate change risk, institutional investors, asset managers, and asset owners in the US..
Lord Hollick, House of Lords
A House of Lords committee has raised “significant concerns” over the role of UK regulators, their ability to operate with genuine independence from government and how they are held to account...
A House of Lords committee has raised “significant concerns” over the role of UK regulators, their ability to operate with..
Rob Edwards, Morningstar
The complexities of assessing performance from responsible investment strategies have been laid bare after Morningstar’s ESG indices delivered a mixed bag in 2023...
The complexities of assessing performance from responsible investment strategies have been laid bare after Morningstar’s ESG indices delivered a mixed..
David Vieira, JTC Group
Investment trusts are the latest sector of the financial services industry to come under fire for failing to cater adequately for responsible investors...
Investment trusts are the latest sector of the financial services industry to come under fire for failing to cater adequately..
Subscribe to the Institutional Asset Manager newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by