Our strategy was originally incepted for ultra high net worth families as a means of generating above market dividend yields in addition to stock price appreciation. The strategy generates tax advantaged income with qualified dividend tax treatment.
Our investment process is data driven, factor-based model coupled with a qualitative overlay for ultimate portfolio construction. The process is systematic, intuitive and repeatable.
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2023: INCOME IS BACK- One (maybe the only?) Positive From the Pain of 2022 Fixed Income investors finally had the year many were predicting over the last decade, ending eight consecutive years of positive total returns for the broad municipal bond market. Much like...
2023: INCOME IS BACK- One (maybe the only?) Positive From the Pain of 2022 Fixed Income investors finally had the year many were predicting over the last decade, ending eight consecutive years of positive total returns for the broad municipal bond market. Much like...
2023: INCOME IS BACK- One (maybe the only?) Positive From the Pain of 2022 Fixed Income investors finally had the year many were predicting over the...
Similar to the majority of the benchmarks we track 3Q21 Performance for Infrastructure PLUS was negative with a total return of -2.6%. The most...
Market Overview At the end of the second quarter over 54% of Americans had received at least one dose of the vaccine, although the pace of...
For the first quarter of 2021 Infrastructure PLUS was up 1.4%, lagging our infrastructure benchmark (Dow Jones Brookfield US Infra Index) which was...
The COVID-19 pandemic has necessitated unprecedented changes across society and the global economy. It remains to be seen how many of these changes...
