Alternative Income Strategy

Strategy Performance

The Timber Point Capital Management Alternative Income seeks to achieve returns that are greater than traditional bond strategies, but with equal or lesser volatility.

Performance

As of 11/30/2020

  MTD YTD 1 Year 2 Year

Since Inception*
TPCM Alternative Income Strategy (net) 2.24% 0.00% 1.09% 3.59% 2.26%
Morningstar Nontraditional Bond Category 2.19% 1.98% 3.15% 3.97% 2.47%

*Strategy inception: 10/01/2017. Returns greater than 1-year are annualized

 

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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

Q4 2020 Market Outlook

A very successful competitor asset manager in Boston famously produces a periodic report where they forecast expected real returns of various asset classes for the subsequent seven years. This report is often cited in the financial press and is held by many to be the standard of prudent long term thinking about opportunities across various investments and where wise, forward looking investors should allocate their monies. Unique asset classes are very often favored while run of the mill asset classes, such as US large cap stocks and bonds, are typically viewed as unattractive....

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