Newport Beach, California

Strategies

Securitized Products Strategies


The Bramshill Securitized Products Strategies are fixed income strategies which seeks to maximize total return across various asset classes. The Strategies invests in tactical portfolios of income-producing securities, including Resi[1]dential Mortgage-Backed Securities (“RMBS”), Asset Backed Securities (“ABS”), Commercial Mortgage-Backed Securities (“CMBS”), Collateralized Loan Obligations (“CLOs”) and U.S. Treasuries. Portfolio managers utilize a research-intensive process focused on finding undervalued securities which they believe will produce consistent returns in most interest rate environments. Vast opportunity set of durations, credits and other structural elements help create potentially better investment opportunities where low duration and high cashflows are utilized to limit interest rate and credit exposures The portfolios are actively managed, incorporating sector allocations and tactical hedging during various interest rate and market environments.

Bramshill Securitized Products Strategies are offered in a stand-alone Structured Products 40 Act Fund (BDKNX), within a multi sector 40 Act Fund(MXIIX), and within SMAs.