Victory’s Kefer On Fixed Income Alternatives

Victory's Kefer On Fixed Income Alternatives

Scott Kefer, Senior Portfolio Manager, VictoryShares & Solutions weighs in on the opportunities and risks associated with alternative income in today’s low-yield environment.

The traditional sources of income are currently presenting challenges for investors as part of a diversified portfolio. In today’s low rate environment, investors are looking to mitigate the volatility that can be brought on by equities, while at the same time finding income-generating alternatives.

The Victory Market Neutral Income Fund, which invests in dividend paying stocks while shorting equity beta, aims to deliver income from equities without the associated equity volatility. The fund seeks to provide attractive levels of income, fixed-income-like volatility and low correlation to stocks and bonds. The Victory Market Neutral Income Fund offers advisors a cost effective, systematic and transparent solution in a low-yield environment.

Victory Capital is an independent investment management firm operating a next-generation, integrated multi-boutique business model. The publicly traded, diversified global investment management firm manages over $154 billion in AUM and offers a wide range of investment approaches and innovative solutions in the form of mutual funds, VictoryShares ETFs, SMAs, Retirement plans et.

To learn more, register and watch Victory Capital’s webcast: Income and Ballast: A Novel Approach to Diversify Fixed Income.

Topics will include:

  • Why alternative income should be a long-term, strategic position in your portfolio
  • The potential benefits of uncorrelated yield as an attractive source of income
  • The importance of liquidity and transparency in alternative strategies
  • How to allocate to alternative income as part of a diversified portfolio

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Scott Kefer, CFA®, is a Senior Portfolio Manager for VictoryShares and Solutions and utilizes his more than 25 years of active management expertise to focus on the continued growth of the firm’s rules-based and custom investment solutions. He supports the firm’s sales efforts by providing strategic beta insights and education to professional investors and clients. In addition to his role with VictoryShares, Mr. Kefer is a Senior Portfolio Manager for NewBridge Asset Management, a Victory Capital investment franchise, and a member of the NewBridge Large Cap Growth portfolio management team.