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Preferred Strategy

Overview

The Preferred strategy explores subordinated securities within a company’s capital structure to construct an enhanced yield portfolio that seeks to outperform similarly managed portfolios and the ICE BofA Fixed Rate Preferred Securities Index.


Strategy Managers

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Michael Kemer

Investment Industry Experience:

18 years

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John Hoeting, CFA

Investment Industry Experience:

28 years

Strategies and Characteristics

PREFERRED
SECTOR OPTIONSFIXED TO FLOATING RATE
FIXED FOR LIFE
$1000 PAR
$25 PAR
DURATION RANGE2.00 – 8.00 YEARS
PRODUCT OPTIONSINVESTMENT GRADE + HIGH YIELD
INVESTMENT GRADE OR BETTER
QUALIFIED DIVIDEND INCOME FOCUSED