Innealta Capital, a division of AFAM Capital, has launched a new mutual fund, the Innealta Capital Tactical Fixed Income Fund.
The fund has been designed to provide investors the opportunity to achieve risk-adjusted returns from a wide spectrum of fixed income securities.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Innealta Capital that specializes in management of portfolios of ETFs said that the fund will be driven by a quantitative model which considers economic, fundamental, risk and technical analysis in addition to evaluating the risk/reward potential of investing in various fixed income sectors.
The fund will invest in ETFs and exchange-traded notes (ETNs) that track fixed income indices.
The fund may also invest in bonds issued by governments, government agencies, municipalities and companies across a wide range of industries and market capitalizations in the US and foreign markets, as well as asset-backed securities.
Additionally, the fund’s quantitative investment framework will control both risk and yield at the portfolio level.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalDataGerald Buetow, CIO of Innealta Capital and the fund’s portfolio manager, said: "Our new Fund seeks to provide investors with a nimble and dynamic strategy to obtain unconstrained access to the full range of fixed income investments, such as U.S. Treasury, investment-grade and high-yield corporate, and foreign developed and emerging market bonds."
Jeff Montgomery, chairman and CEO at AFAM Capital, said: "With our first-to-market Tactical Fixed Income Fund, our dynamic and tactical asset allocation attempts to maximize potential investment opportunities as they arise, while simultaneously mitigating risks associated with the Fed’s anticipated tapering of its QE policies."
