Keep a slice of your portfolio in each asset class so that you can take advantage of both higher returns and
safety of capital preservation.
Not exact matches
Think cash, precious metals, liquidity,
safety,
capital preservation and
of course little or no margin.
Use the value strategies
of time and long term investing, valuation timing, margin
of safety, portfolio rebalancing, and
capital preservation to lower your risk and improve your probability
of above average returns.
By investing primarily in investment - grade bonds, the Fund provides investors an opportunity for an attractive level
of current income consistent with
safety and
preservation of capital.
Our investment philosophy is to generate a high level
of current income consistent with
safety,
preservation of capital and a responsible investment approach.