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.