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Mutual funds

Advisory Research launches strategic income fund

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Advisory Research has launched a new mutual fund, the Advisory Research Strategic Income fund.



The fund primarily seeks to generate high current income while maintaining broad diversification, and also provides investors with an opportunity to potentially obtain long-term capital appreciation.

The fund attempts to achieve its objectives by investing in income-producing securities that its portfolio managers determine to be undervalued. These securities include preferred stocks, convertible preferred stocks, common stocks, closed-end funds, master limited partnerships and corporate bonds.

The fund will allocate up to 80 per cent of its assets to preferred securities and up to 20 per cent each in the other security asset classes.

The fund’s portfolio managers will look to invest predominantly in securities with investment grade credit ratings or quality and that trade at a spread of 2.5 per cent or more over US Treasuries.

"In keeping with Advisory Research’s longstanding emphasis on value investing, we are offering this proven yield-generation strategy to investors at a time of historically low US Treasury yields, and in an investment vehicle which gives them daily liquidity," says Chris Crawshaw, president of Advisory Research. "Our disciplined approach and proven, bottom-up equity investment process, which includes extensive and fundamentally driven research, will provide investors with a broadly diversified portfolio consisting of high-income alternatives to Treasuries."

The fund’s strategy was first conceived by Advisory Research for use in two limited partnership accounts, which were launched in 2003. The limited partnership accounts’ performance history and approximately USD115m in assets have been transferred to the fund.

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