The Portfolio gained 6.3% through
For more than two decades, the Newgate Total Return Income Portfolio has been managed by industry veterans Dr.
“Dr. Rosenbaum’s pioneering research on the quantitative behavior of closed-end fixed income funds in the mid-80s still powers Newgate’s investment process today,” says Senior Portfolio Manager, JT Trainor. Nearly one out of every five stocks on the
“When you can tactically purchase high quality fixed income assets at 85 to
The key advantage of the Total Return Income Portfolio is its unconstrained investment approach. Rather than passively managing the Portfolio against a traditional fixed income benchmark, capital is allocated strategically to the most attractive sectors worldwide, including Treasuries, Agencies, investment grade corporate bonds, high yield, convertible bonds, preferred shares, bank loans, mortgages, international bonds and emerging market debt. In today’s volatile market, tactical asset selection is critical, and the Portfolio’s mandate provides investors with an actively managed approach, allowing Newgate to capitalize on current opportunities.
Top-down asset allocation decisions continue to be the driving force behind the Portfolio’s success. Newgate’s CIO,
Disclosure: Past performance is no guarantee of future results. Performance may vary across accounts. Returns are calculated using a time-weighted market value assuming reinvestment of dividends. Performance is reported net of management fees, commissions, and other direct expenses, but before custody charges, withholding taxes, and other indirect expenses. Performance shown is compared to the Barclays Capital US Aggregate Bond Index, a broad-based securities index that is unmanaged and not subject to fees and expenses. Investments cannot be made directly in a broad-based securities index. Any securities, sectors and markets listed are included for illustrative purposes at the time of publication and may not be held by accounts currently managed by Newgate. The securities identified do not represent all of the securities held in client accounts. It should not be assumed that any investments identified were or will be profitable.
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