For the nine months ended September 30, 2017, RVP’s Durable Income generated an 8.32% net return vs the Barclays High Yield Index Benchmark return of 7.00%. Since inception (June 1, 2014), Durable Income has generated a 9.07% annualized net return vs the Barclays High Yield Index’s annualized return of 4.90%. Durable Income invests in exchange traded, income oriented securities with the underlying goal [Read more…] about Durable Income Strategy Investor Letter – October 2017
As we enter the fourth quarter, the global economy is running neither too hot nor too cold, which has precipitated a glacial rollback of quantitative easting (QE) by global central banks. The Fed has started tightening after being in easing mode for nearly a decade. While global central banks have slowed their purchases, they are still buying $170 billion [Read more…] about Welcome Back, Goldilocks – Investor Newsletter – 2017 Q3
Investors are hesitant to put new money into capital markets right now because equity markets are at all-time highs, bond yields are near historically low levels and valuations are rich [Read more…] about GDL: Playing It Safe With Upside Potential
It’s time for some cautious optimism. Income investors have had it tough for too long now, settling for 2% yields on high-quality bonds and stocks…
Read article on BarronsAs investors of closed-end funds, we frequently come across funds with altered or unconventional strategies that are disregarded by the market and trading at deep discounts. Despite being overlooked by most investors [Read more…] about An Overlooked Fund That Provides Growth, Value And Income
For the six months ended June 30, 2017, RVP Durable Income generated a 6.15% net return vs the Barclays High Yield Index Benchmark return of 4.93%. Since inception (June 1, 2014), Durable Income has generated a 9.12% annualized net return vs the Barclays High Yield Index’s annualized return of 4.64%. Durable Income invests in exchange traded, income oriented securities with the underlying goal [Read more…] about Durable Income Strategy Investor Letter – July 2017
The market has scaled dizzying heights over the last 8 years. Rallying in the face of political gridlock, stretched valuations, and a tightening Fed, the market is as undaunted as Spiderman swinging through Manhattan’s skyline. The rally may hang on longer, but [Read more…] about Spiderman Rally: Climbing a Wall of Worry – Investor Newsletter – 2017 Q2
We are now in the ninth year of a historically-low yield environment. Despite the Fed’s chatter and volatile economic data, the low-yield environment continues without a clear end in sight [Read more…] about A Preferred Pick For Value-Hungry Investors
For the quarter ended March 31, 2017, Durable Income generated a 3.91% net return vs the Barclays High Yield Index Benchmark return of 2.70%. Since inception (June 1, 2014), Durable Income has generated a 9.14% annualized net return vs the Barclays High Yield Index’s annualized return of 4.27%. Durable Income invests in exchange traded, income oriented securities with the underlying goal [Read more…] about Durable Income Strategy Investor Letter – April 2017
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