Suarum Investment Strategies
The Suarum High Yield Equity Income Strategy
invests in high yield common and preferred stocks. This income strategy may be considered an alternative to other traditional dividend strategies due to the focus on BDCs, MLP, REITs and other high yield income sectors. The investment objective is income generation and risk-adjusted returns.
The Suarum High Yield Municipal Bond Income Strategy
invests in bonds issued by government authorities (municipalities or agencies) to build or maintain projects for the public benefit such as infrastructure or community development. The investment objective is tax advantaged income generation.
The Suarum Mission Mandate Strategy
invests in cash, equities, and fixed income in accordance with the mission and values of the client’s organization. The investment objective is to create mission alignment within an investment portfolio.