Flag Investors - INCOME Opportunity Fund

The Flag Investors - Income Opportunity Fund  was launched on November 30, 2006.

Investment Objective

An intermediate-term corporate bond fund that  seeks to provide a high level of current income.

 

Investment Strategy:

The fund seeks to achieve its objective by:

  • Investing at least 80% in fixed income securities, primarily corporate bonds, and up to 20% in other income-producing securities, such as REIT's and corporate preferred securities

  • Building a diversified portfolio of investment grade and non-investment grade corporate bonds that primarily have intermediate maturities between 2 and 10 years

  • Discovering fixed income opportunities by understanding a company's value from an equity and credit perspective

  • Creating a portfolio where at least 50% of the bond holdings are in the top 5 credit rating grade categories

  • Uncovering investment potential by understanding value through fundamental bottom-research

  • Following a time-tested buy and sell process

Portfolio Managers:
Hobart C. Buppert, II
Hoby Buppert has managed the fund since its inception. He has 36 years of portfolio management experience and 27 years tenure with ABIM.

R. Hutchings Vernon, CFA
Hutch Vernon joined the fund in 2008. He has 26 years of portfolio management experience and 14 years tenure with ABIM.

Nina K. Yudell
Nina Yudell joined the fund in 2008. She has 26 years of portfolio management experience and 15 years tenure with ABIM.

For more Fund Information please visit Flag Investors

 
copyright© 2007 Alex. Brown Investment Management