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Opportunistic Fixed Income

WhartonHill Investment Advisors
Opportunistic Fixed Income
 
The primary objective of the Opportunistic Fixed Income portfolio can be captured in three statements:
  1. Safe return of principal over a reasonable period of time. The portfolio holds no issues that mature in greater than 5 years. The current average maturity is 2.24 years.
  2. Superior current income versus comparable US Treasury issues. The current yield to maturity is 8.73%.
  3. Consistent results and low volatility are a result of this approach. Since inception (December 2008) there has only been 1 month where the portfolio was negative. The annualized standard deviation is 3.16% at year end 2010.
The key element to success in this arena is credit research that looks well beyond that provided by credit agencies. WhartonHill does its own research and constantly monitors each of the portfolios holdings to make certain that there is no change that will effect objective #1 above.