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Bramshill Investments expands operations with new subsidiary


Bramshill Investments has established a new subsidiary, Trust and Fiduciary Income Partners (TFIP), in partnership with Trust & Fiduciary Management Services (TFMS).

TFIP will manage approximately USD120 million in assets and assume the role of adviser of TFMS’ 15-year-old Matrix Income Strategy. The strategy focuses on securities such as real estate investment trusts, business development companies, master limited partnerships and closed-end funds that structurally pass through income to investors. The Matrix Income Strategy is uncorrelated to major benchmarks and diversifies risk from other asset classes.

“We are excited about the incorporation of the Matrix Income Strategy as it complements the firm's core investment focus on the credit markets,” says Bramshill CIO Art DeGaetano (pictured). “In today's market environment, the search for income and yield is a major focus for investors and wealth advisors. Given the current projected returns for other asset classes outside of credit and fixed income, we see a great deal of value in a strategy, such as the Matrix, which is unlevered, highly liquid, and boasts a nine per cent yield."

DeGaetano will serve as co-portfolio manager of the Matrix Income Strategy alongside Steven C Carhart, CFA, who joins Bramshill from TFMS and has managed the portfolio since 2001.

Bramshill expects the combined experience of the co-portfolio managers and their depth of knowledge in the credit markets to be accretive to the growth and performance of the strategy. Bramshill Investments, founded in 2012, currently provides portfolio management and strategy specific solutions across highly-liquid asset classes within the fixed income and equity markets.

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