Managed Strategies
Tactical Income
Objective:
Generate moderate to aggressive cash-flow with long-term, moderate to aggressive growth while preserving capital
Core Principles:
Cash-Flow: Seek fundamentally appropriate securities congruent with risk-adjusted profiles that generate cash-flow that are accretive to investors with limited leverage
Growth: Seek stable, reliable securities with “strong” fundamentals potentially creating future market demand
Capital Preservation: Identify potential future headwinds and making tactical decisions based on current market trends to preserve capital while yet focused on growth principles