Alternative Income Strategy
Strategy Overview
The Timber Point Alternative Income Strategy is a fixed income diversification approach designed to complement traditional bond portfolios by diversifying away from interest rate risk, as the primary source of return.
Complement to Traditional Bond Portfolios
- Highly diversified portfolio of income securities including traditional domestic fixed income, high yield, emerging market debt, bank loans and dividend oriented equities.
Lower Targeted Volatility
- Higher total return targets versus traditional fixed income, with equal or lesser volatility achieved from diversification and hedges.
Macro Risk Overlay
- Utilize the resources of the firm’s macro asset allocation team to further hedge and mitigate meaningful drawdown risk.
“Volatility within bonds and other income investments has sharply increased. Investors will require an opportunistic strategy within portfolios to diversify risk and take advantage of opportunities.“
David Cleary, CFA – Timber Point Capital Management, Founder & CIO
Strategy Materials
Fact Sheet
Most recent historical returns, key statistics, exposures and holdings related data.
Investor Presentation
Overview of our investment philosophy, process and portfolio characteristics.
Karol Krucinski, CFA is a Director of Portfolio Management at Timber Point Capital Management and Fortis Capital Advisors where he co-manages investment strategy implementation and portfolio construction while leading the firm’s Direct Indexing platform and trading oversight. His client work encompasses developing customized portfolio solutions and analysis of complex investment scenarios including concentrated positions and tax-sensitive transitions. Karol’s experience spans quantitative analysis, portfolio optimization and risk management across diverse asset classes.
Kirsten Stainer has extensive experience managing institutional and private investor relationships while structuring and leading capital formation efforts across both debt and equity strategies. In addition to her experience in real estate, Kirsten has led Series A and B raises at Founders Fund and Battery Ventures backed startups and scaled enterprise revenue streams with teams at JPMorgan Chase and Clearwater Analytics.
Manish Shah, J.D. has decades of experience investing across the capital stack and various alternative investment classes. He has served as a principal and manager of numerous real estate investments, including control equity, preferred equity, mezzanine and senior debt investments. His prior experience includes the turnaround of a publicly traded company (acquired NYSE: EMR) where he was responsible for business and real estate acquisitions and divestitures.