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.

We identify investments that are credit-quality-focused, undervalued, and non-traditional.

We consider the diversified risk exposures across broad parts of the economy, credit quality, and interest rates.

We intentionally structure portfolios to address the inevitability of changing markets.

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.

Income Investment Team

The Riverbridge Income Investment Team brings diverse experience across multiple income asset classes.

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

Riverbridge has been investing with endurance since 1987.

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