Risk Managed Income Strategy – Due Diligence Webinar

Launched in January 2012, the Risk Managed Income strategy (RMI) provides tactical fixed income exposure to a spectrum of fixed income categories from high-yield to Money Markets, with six other categories in-between, plus cash. These categories are selected based on their relative volatility and ranked according to their contribution to yield. The focus of RMI is to maximize yield in a risk-controlled fashion.

The tactical nature of the portfolio assists in managing interest rate risk with the ability to change the duration profile of the portfolio, while credit risk is addressed through investments in pooled portfolios rather than individual bonds. RMI is an actively managed fund-of-funds strategy, investing in differing ETF categories.

Market State Strategies – “Through the Lens of Volatility” Due Diligence Session – Alpha Seeker, Tactical Beta, and Tactical Q

Please join Little Harbor Advisors in a live due diligence session with the portfolio managers, Mike and Matt Thompson, for a review of their strategies and their insights into the current market state. Embedded in U.S. equity market volatility is valuable information that can be used to estimate near-term market price-movement. Recent periods of market disruption provided live tests of this thesis. The Cboe Volatility Index® (VIX) and VIX futures provide a window into estimates of coming volatility on dual time horizons, such estimates often have inverse correlation to market price-movement.



Provided for informational purposes only and does not involve the rendering of personalized investment advice. This is not an offer to sell or a solicitation of an offer to buy an interest in any investment fund, strategy or investment instrument, or for the provision of any investment management or advisory services. LHA does not make any representation that any strategy would be appropriate for any particular investor.

LHA makes no warranty, express or implied, as to the information described or used in the Webinar. LHA does not guarantee the accuracy and/or the completeness of any data included in the Webinar and has no liability for any errors or omissions in the data presented, or in the case of interruption of internet service. The opinions expressed during the Webinar represent the current, good faith views of the presenter at that time and are provided for limited purposes, are not a forecast or guarantee of future events, and should not be relied upon as such.