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US Corporate Flexible Bond

Home Strategies US Corporate Flexible Bond
  • Summary
  • Performance & Literature

Investment Objective

The fund seeks high current income, competitive total return, as well as protection from turbulent financial markets. By combining security selection and risk management, PVG believes it can generate annual distributable income of 4% to 6% as well as capital appreciation over time.

The US Corporate Flexible Bond Strategy is suitable for income oriented investors, who also seek appreciation, but are uncomfortable with substantial bond market risks.

Investment Approach

The issues within the portfolio will consist primarily of BBB/C or higher credit rating that the portfolio manager believes are undervalued.

Portfolio management and issue selection encompasses both fundamental and technical analysis and employs internal and external intelligence in the execution of the approach. Research is also focused on broader macroeconomic risks, including credit and interest rate risks.

Risk Management

PVG reduces undiversifiable market volatility and risk by hedging portfolios with inverse market index securities, stop losses and cash positions. Hedging tactics are utilized to reduce overall volatility of the portfolio, and may also result in minimizing losses that may occur in an unfavorable cyclical or secular market.

Individual bond risk is also managed by PVG. While PVG extensively researches all issues included in the US Corporate Flexible Bond Strategy, changing fundamental and market conditions, periodically requires the sale and replacement of portfolio securities. Others are sold if they rise to excessive valuations.

PVG Bond Market Commentary

US Corporate Flexible Bond Marketing Deck

For a copy of the institutional marketing deck please email: agallegos@pvgasset.com

+ Summary

Investment Objective

The fund seeks high current income, competitive total return, as well as protection from turbulent financial markets. By combining security selection and risk management, PVG believes it can generate annual distributable income of 4% to 6% as well as capital appreciation over time.

The US Corporate Flexible Bond Strategy is suitable for income oriented investors, who also seek appreciation, but are uncomfortable with substantial bond market risks.

Investment Approach

The issues within the portfolio will consist primarily of BBB/C or higher credit rating that the portfolio manager believes are undervalued.

Portfolio management and issue selection encompasses both fundamental and technical analysis and employs internal and external intelligence in the execution of the approach. Research is also focused on broader macroeconomic risks, including credit and interest rate risks.

Risk Management

PVG reduces undiversifiable market volatility and risk by hedging portfolios with inverse market index securities, stop losses and cash positions. Hedging tactics are utilized to reduce overall volatility of the portfolio, and may also result in minimizing losses that may occur in an unfavorable cyclical or secular market.

Individual bond risk is also managed by PVG. While PVG extensively researches all issues included in the US Corporate Flexible Bond Strategy, changing fundamental and market conditions, periodically requires the sale and replacement of portfolio securities. Others are sold if they rise to excessive valuations.

+ Performance & Literature

PVG Bond Market Commentary

US Corporate Flexible Bond Marketing Deck

For a copy of the institutional marketing deck please email: agallegos@pvgasset.com

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Contact Us

6898 S. University Blvd. Suite 100
Centennial, CO 80122
Phone: (303) 526-0548
Email: information@pvgasset.com

Loss Averse Investing Strategies

  • Loss Averse Strategies
    • Value Leaders LCV
    • Dynamic Core
    • Tactical Total Return
    • Loss Averse Equity Income
    • US Corporate Flexible Bond
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Also See

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