John L. Cassady III, Managing Partner, CEO and CIO of Red Cedar Investment Management is joined by Portfolio Managers Brandon F. Bajema and David L. Withrow to discuss the shifting fixed income landscape and the key benefits of allocating to preferred securities.
The North Square Preferred and Income Securities Fund, sub-advised by Red Cedar Investment management, seeks to provide strong current income with long-term capital appreciation potential. In a challenging fixed income market, quality preferred securities can generate additional income, improve overall preferred credit quality in a portfolio and serve as an alternative to corporate and high yield bonds Preferred stockholders get priority over common stockholders when it comes to things like, dividends, asset distributions of any kind and repayment in the case of default.
North Square Investments is a multi-boutique asset management platform dedicated to bringing differentiated active investment strategies to the marketplace.
Red Cedar Investment Management is a boutique asset manager specializing in income strategies ranging from traditional fixed income, equity income and alternative solutions.
To learn more, register & watch North Square’s webcast: Reimagining Fixed Income – Preferred Securities.
Investors are on a quest to enhance yields in their portfolio without adding significant risk. Preferred securities provide investors with an opportunity to improve overall portfolio performance without taking undue risk. Preferreds fall into the middle of the capital structure. This “middle ground” often leads to misconceptions and inefficiencies for those not actively involved in the market. It is these inefficiencies that have led us to believe that the preferred market can provide opportunities for both attractive income and total return strategies.
Please join us in reimagining your clients fixed income allocations with preferred securities.
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