Absolute return fixed income specialist retains Havener Capital Partners.
As advisors search for solutions in this yield-starved environment,Bramshill Investments announces a new mutual fund as well as a partnership with third party marketing firm Havener Capital Partners. Havener will spearhead the sales and marketing effort for Bramshill in the Registered Investment Advisor (RIA) and wealth management channels.
Bramshill’s absolute return fixed income strategy was spun out of an investment strategy run at GLG Partners and has a track-record dating back to 2009. The strategy is employed in the Bramshill Income Performance Fund (the “Fund”; ticker: BRMSX) and targets a 5% yield while seeking to maintain an average credit rating of investment grade and an average duration of 5 years. The Fund launched with approximately $40 million in seed capital from RIAs reflecting the unique role BRMSX can play in a portfolio.
As adviser to the Fund, Bramshill seeks to harness the best risk-reward opportunities within five primary asset classes in fixed income including investment grade and high-yield bonds, preferred stocks, municipal bonds and U.S. Treasuries. Unlike many of their non-traditional bond peers, Bramshill has averaged less than 20% exposure to high yield and does not use leverage or derivatives.
“RIAs have shared that fixed income is a primary challenge.” said Stacy Havener, Founder/CEO of Havener Capital Partners, “Adding Bramshill as a client reflects our commitment to respond to advisors’ needs with solutions from high-quality managers who may not hit the typical investment screens.”
Bramshill is an employee-owned firm that is committed to alpha generation: the team maintains a focused portfolio of under 50 securities and plans to cap strategy assets around $2B. Total strategy assets are approaching $300 million.
“Our strategy was originally created to solve investors’ challenges in fixed income, but was only available as a separately managed account.” said Stephen Selver, CEO of Bramshill Investments. “When our investors requested a mutual fund, we listened. Now through our relationship with Havener, we look forward to partnering with other RIAs facing the same challenges.”
For more information about the strategy, please contact Stacy Havener of Havener Capital Partners at 401-314-0431 / stacy@havenercapital.com or Bramshill Investments at 201-708-8150 / investorrelations@bramshillinvestments.com.
About Bramshill Investments
Bramshill Investments, LLC is an investment adviser registered with the United States Securities and Exchange Commission. The firm’s core investment strategy was spun out of an investment strategy run at GLG Partners and has a proven track record of over seven years with an absolute return objective. Today, Bramshill Investments has approximately $340 million in assets under management. For more information, please visit: http://www.bramshillinvestments.com.
About Havener Capital Partners
Third party marketing firm Havener Capital Partners provides sales and marketing services to a select group of high quality investment management firms. Havener specializes in representing breakaway managers, new funds, and undiscovered firms. More information is available at: www.havenercapital.com.
The Fund's investment objectives, risks, charges and expenses must be considered carefully before investing. The prospectus contains this and other important information about the investment company and it may be obtained here or by calling (877) 272-6718. Read it carefully before investing. Mutual fund investing involves risk. Principal loss is possible. Investments in debt securities typically decrease in value when interest rates rise. This risk is usually greater for longer-term debt securities. Investment by the Fund in lower-rated and non-rated securities presents a greater risk of loss to principal and interest than higher-rated securities. The Fund invests in foreign securities which involve greater volatility and political, economic and currency risks and differences in accounting methods. These risks are greater in emerging markets. Closed-end funds and ETFs are subject to additional risks that do not apply to conventional mutual funds, including the risks that the market price of the shares may trade at a discount to its net asset value (“NAV”), an active secondary trading market may not develop or be maintained, or trading may be halted by the exchange in which they trade, which may impact a funds ability to sell its shares. In addition, the Fund may incur higher expenses than if the Fund did not invest in these types of securities. The Fund may make short sales of securities, which involves the risk that losses may exceed the original amount invested.
Bramshill Investments, LLC is the investment adviser to the Fund. The Fund is distributed by Quasar Distributors, LLC. Quasar Distributors is not affiliated with Havener Capital Partners LLC. Havener Capital Partners LLC is an institutional division of Compass Securities Corporation. Securities offered through Compass Securities Corporation. Member FINRA SIPC. 50 Braintree Hill Office Park, Suite 105, Braintree, MA, 02184; T:781-535-6083
