RVP’s Durable Income Strategy is designed for individuals or institutions who are looking for a high current income for a portion of their portfolio. Since 2014, RVP’s Durable Income strategy has helped our clients achieve income, especially in the era of lower rates. Durable Income invests in exchange traded, income oriented securities with the underlying goal of generating above market income while avoiding permanent asset impairment….
Read more
Maury Fertig discusses the interest rate market and the effects rising rates will have on the closed-end fund market…
Read more
Maury Fertig, CIO and co-founder of RVP, discusses market volatility and what it means for the closed-end fund investor…
Read more
American Capital Senior Floating, Ltd. is a small cap business development company (BDC) that has been discounted by the market because of its sub-scale size, lack of Wall Street sponsorship and analyst coverage…
Read more
For the year ended December 31, 2017, RVP’s Durable Income generated a 7.93% net return vs the Barclays High Yield Index Benchmark return of 7.50%. Since inception (June 1, 2014), Durable Income has generated an 8.30% annualized net return vs the Barclays High Yield Index’s annualized return of 4.69%. Durable Income invests in exchange traded, income-oriented securities with the underlying goal of …
Read more
Click below for a recap of what happened in the market and RVP’s portfolios during Q1 2018.
Read our full Q1 2018 Quarterly Investment UpdateAs we think back to all the potential landmines over the last 12 months, we are grateful to have a nice increase in our composites. The market faced many negative headlines throughout 2017. An untested president with an active Twitter account…
Read more
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
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
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