Income INVESTMENTS
Our income strategies are designed with the objective of providing stable income distributions.
Income investments can play a strategic role in asset allocation. Riverbridge’s income strategies are constructed to deliver consistent income distributions over various interest rate and business cycles.
Income INVESTMENTS
Our income strategies are designed to provide stable income.
Investments in alternative income sectors provide additional yield and opportunities that may not be available from traditional fixed-income sectors.
HOW WE APPROACH INCOME INVESTMENTS:
Alternative Income
Investments in alternative income sectors provide additional yield and opportunities that may not be available from traditional fixed-income sectors.
Active Management
We balance fixed income sectors that offset each other in different market environments to provide consistent income over a cycle and position the portfolio for improving yield opportunities as markets change.
Credit Focus
Careful credit evaluation with a long-term mindset is the foundation of our income philosophy.
INCOME Investment Strategy
Our enhanced income strategy focuses on four investment principles.
Security Selection
We identify investments that are credit-quality-focused, undervalued, and non-traditional.
Diversification Characteristics
We consider the diversified risk exposures across broad parts of the economy, credit quality, and interest rates.
Portfolio Construction
We intentionally structure portfolios to address the inevitability of changing markets.
Quality Management Teams
We identify investments with strong credit metrics and sound governance through fundamental analysis.
INCOME INVESTMENT PROCESS
We take a bottom-up, credit-focused research approach to identifying investments.
1
Discovery
We conduct research to identify undervalued or higher yield opportunities with managers who have strong credit cultures.
2
Due Diligence
Our review process evaluates each opportunity through the lens of management and security details.
3
Continual Review
We review each investment relative to our disciplines, sustainable yield, and valuation.
