Strategies

Riverbridge Enhanced Income

Portfolio Facts

(as of 06/30/2024)
8.2%

Net

7.2%

Current Yield

Gross

8.2%

Net

7.2%

Fixed Rate

72.5%

Floating Rate

27.5%

Closed-End Funds

88.1%

Business Development Companies

10.4%

Investment Vehicles

Separate Account

Performance

(as of 06/30/2024)

Periods greater than one year are annualized. Inception Date: 04/30/2021.
The benchmark is: 50% Bloomberg Municipal Bond Index / 50% Bloomberg Corporate High Yield
The above information is supplemental to the GIPS® Report. Please refer to the GIPS Report and Riverbridge Disclosures.

Overview

The Riverbridge Enhanced Income strategies were established in 2021 as diversified income portfolios. The strategies are designed to provide high and stable income over various interest rate and business cycles. Income stability is achieved through diversification of credit sectors (municipal, corporate, and real estate), a mix of fixed and floating interest rate securities, and a judicious balance of credit quality. By investing in non-traditional income sectors like Closed-End Funds (CEFs) and Business Development Companies (BDCs), the strategies provide additional yield and opportunities not available in traditional fixed-income sectors.

Sector Weightings

(as of 06/30/2024)

No Data Found

No Data Found

Top Five Holdings

(as of 06/30/2024)

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The Data is Not Available

Our Enhanced Income Strategies Team

Chris Sebald

Chris Sebald, CFA

Portfolio Manager, Income Investments
Cole Ellefson

Cole Ellefson, CFA

Research Analyst, Income Investments
Matthew Kennedy

Matthew Kennedy

Research Analyst, Income Investments

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