Income Strategies
Growth Strategies
Fixed Income
Our in house active hands on approach involves a combination of top-down economic analysis, interest rate expectations, sector analysis, and traditional bottom-up credit analysis. This includes reviewing financial statements, ratio analysis, and evaluating company growth, margins, and cash flows. We also listen to earnings calls and, when possible, engage with management to better understand the credits we invest in and their outlook within the economic cycle.
Product
Core
Core Plus
Income Plus
Description
Seeks to generate income through dividend and interest payments by investing solely in preferred securities and individual corporate bonds
Seeks to generate income with an emphasis on yield through preferred securities, corporate bonds, REITs, BDCs, and ETFs.
Designed to deliver high yield by investing in preferred securities, REITs, BDCs, and ETFs, without utilizing individual corporate bonds.
Allocation
50% IG/HY corporate bonds
50% preferred securities
37.5% IG/HY bonds
30% preferred securities
15% BDCs, 10% REITs
7.5% Specialty Bond ETFs
53% preferred securities,
21% BDCs, 15% REITs, 11% Specialty Bond ETFs
Current Yield
5.80%
6.35%
6.76%
Our Proven Strategy for Your Income Needs, Retirement, Family Office, Foundation, Charity, Trust, And/Or endowment
At Outreach Capital Management, we understand the challenges you face. That’s why we’ve developed a comprehensive investment strategy designed to provide sustainable income, protect your savings or capital, and give you peace of mind. Our approach is built on four key pillars:
Income Generation
We prioritize investments that generate steady income streams, so you can cover your daily expenses without depleting your principal.
Risk Management
We implement strategies to protect your assets from market volatility, ensuring your savings are preserved for the long term.
Personalized Planning
Every client is unique. We create tailored investment plans that align with your specific goals, risk tolerance, and financial situation.
Ongoing Support
Retirement planning doesn’t end when you retire. We provide continuous guidance and adjustments to keep your plan on track.
Customization Options
Our clients may opt for a combination of models to create a balanced strategy tailored to their specific goals. We aim to offer flexible customization to meet the unique needs of advisors and their clients.