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.

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Commentary Transparent

Q3 2020 Market Outlook

Since March, the US stock market has enjoyed a 20% bounce from its bottom seemingly on the vague promise that the US economy was going to re-open and life would resume somewhat normally. To a subset of investors, the notion of recovery has seemed preposterous as the economic damage inflicted by COVID-19 has been so large, so unprecedented and to a great extent not fully digested by the overall economy today. A second COVID wave, unemployment, commercial real estate, municipal finances, consumer spending, et al, are at the top of their very long worry list....

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