Active Investment Management + Leverage in Passive Segments
Bolton creates actively managed investment funds employing strategies whose objectives will be to provide capital preservation and superior risk-adjusted rates of return that are uncorrelated to traditional asset classes.
ACTIVE INVESTMENT MANAGEMENT + LEVERAGE IN PASSIVE SEGMENTS
The Canadian “Rate Reset” preferred share market presents the opportunity for active investment management in a predominantly passive and retail-driven market.
For portfolios focused on investment income, this market should be viewed as an alternative and potential source of yield enhanced dividend income to traditional fixed income. The use of low cost financial leverage in a stable and declining interest rate environment is also viewed as a preferred source of yield enhancement while retaining a high concentration of investment grade issuers in a portfolio.
Further information on the Bolton Yield Enhanced Canadian Preferred Share Fund can be found in the Funds section.