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

GTA 6

Actively managed portfolio of income oriented securities including traditional domestic fixed income, high yield, emerging market debt, bank loans, dividend oriented equities and other income generating securities

GTA 5

Higher total return targets versus traditional fixed income, with similar volatility and risk characteristics achieved from active management, diversification and hedges

PS 1

Utilize the resources of the firm’s macro asset allocation team to further hedge and mitigate meaningful drawdown risk

GTA 4

Accessible via SMA and Mutual Fund

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"Going forward, among the biggest challenges investors will face will be prudent income generation in a low interest rate environment"

David Cleary, CFA - Timber Point Founder & CIO

Timber Point Alternative Income Strategy Materials

Timber Point's Alternative Income Strategy seeks to achieve returns that are greater than traditional bond strategies, but with equal or lesser volatility.

The strategy achieves this through:

  • Highly diversified portfolio of income securities including traditional domestic fixed income, high yield, emerging market debt, bank loans and dividend oriented equities.
  • Higher total return targets versus traditional fixed income, with equal or lesser volatility achieved from diversification and hedges.
  • Utilize the resources of the firm's macro asset allocation team to further hedge and mitigate meaningful drawdown risk.

Asset 11

Fact Sheet

Most recent strategy returns, key statistics, exposures and holdings related data.

Download

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Commentary Transparent

Q1 2020 Market Outlook

It goes without saying that 2020 was a historic year. The COVID-19 crisis which increasingly swept the world, had a dramatic impact across all aspects of society and life including economic life; resulting in the most bewildering and astonishing year reflected in the most amazing and extraordinary chart I’ve seen in my 30 odd years of following economies and markets. How about that for hyperbole?!?...

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