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Investment Strategies - Leverage Opportunity Fixed Income

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Our leverages opportunity fixed income strategy uses an active approach to enhance current income and capital appreciation. We may utilize leverage in a flexible yet constrained way to potentially enhance total return

Carret’s Leverage Opportunity Fixed Income Strategy’s primary goal is to generate a high level of current income. We actively manage risk and reward and can respond quickly to market movements. We utilize interest rate hedges to manage interest rate risk and low cost margin leverage to potentially enhance return opportunities.


Carret’s Leverage Opportunity Fixed Income Strategy is only available to accredited investors as defined by the Investment Advisors Act of 1940. If you meet this designation, please contact us.



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