Preferred Securities Strategy

Preferred Securities

Preferred
Securities

Preferred Securities

  • An enhanced yield and liquidity management solution for use in the context of a fixed income asset allocation.
  • Comprised on average of about 15-25 relatively liquid preferred securities (predominately investment grade) with an average weighting of about 2-5%.
  • Seek to avoid uncertainties associated with legacy LIBOR contracts and the uncertainty regarding the scheduled termination of the LIBOR benchmark rate in December 2021.
  • The portfolio is designed to benefit from the tax advantages of ‘qualified income’. It is our intention to invest nearly all the portfolio (80-90%) in securities which pay interest with qualified tax treatment.
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Roosevelt Investments