Opportunity Fixed Income

Carret’s Opportunity Fixed Income strategy seeks to generate current income and long term capital appreciation. We create and manage an efficient risk/return portfolio of low-quality investment grade and high-quality high yield Corporate Bonds, TRUST Preferreds, Convertibles, and ETFs. We employ a high-level macro view with a bottom-up credit research process. Interest rate trends are forecasted as part of our process. Our custom-active strategy offers advantages versus a passive "buy and hold" or "ladder" approach. We actively manage risk and reward and can respond quickly to market movements. We strive to anticipate change and capitalize on it. Final security selection focuses on the business fundamentals of each company – including cash flow and earnings expectations, debt/equity targets, dividend and share repurchase policies, and industry growth prospects.