02/11/21
Actively managed, CHI is an enhanced fixed income offering that seeks total return through a combination of capital appreciation and current income by investing in a diversified portfolio of convertible securities and below-investment-grade (high yield) fixed income securities. Key factors relating to the Fund s success and its ability to raise its dividend at this time include:
Active management fostered the Fund s ability to offer our shareholders exceptional returns in the convertible and fixed income markets in 2020
Strong absolute and relative return profile enhanced by our risk managed approach
Very attractive leverage costs continue to be accretive to our shareholders via a positive reinvestment rate of return
02/11/21
Actively managed, CHY seeks total return through a combination of capital appreciation and current income by investing in a diversified portfolio of equities, convertible securities and high yield corporate bonds. Key factors relating to the fund s success and its ability to raise its dividend at this time include:
Active management fostered the Fund s ability to offer our shareholders exceptional returns in the convertible and fixed income markets in 2020
Strong absolute and relative return profile enhanced by our risk managed approach
Very attractive leverage costs continue to be accretive to our shareholders via a positive reinvestment rate of return
Active portfolio positioning seeking to optimize attractive investment opportunities in convertible bond and equity markets in 2021