- Seeks income and capital appreciation by investing in a broad range of income-generating asset classes and strategies while maintaining a moderate long-term risk and return profile
- We employ the manager selection and asset allocation expertise of the Sterling Capital Advisory Solutions Team when constructing the portfolio. We also leverage the portfolio management capabilities and asset class-specific insights of Sterling's equity and fixed income portfolio management teams.
- The opportunity set currently includes, but is not limited to high yield corporates, IG corporates, MBS, EM debt, leveraged loans, preferred securities, Treasuries, high yield municipals, REITs, MLPs, insurance-linked securities, covered call writing strategies and dividend-focused equity.
- The portfolio combines active and passive management to achieve its objectives.