Bluestone Capital Management
Differentiated Alpha.

Bluestone

Income Plus Strategy

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OBJECTIVE

Deliver superior current income versus traditional equity income strategies with reduced volatility and lower levels of interest rate risk compared to a debt strategy.

INVESTMENT STRATEGY

This strategy is designed to deliver a superior risk-adjusted yield while reducing volatility over a full market cycle. The strategy seeks to achieve this objective by investing in a broad basket of yield-producing assets including common and preferred equities, exchange traded debt, and ETFs/ETNs. This strategy also uses covered call option writing to generate additional income by capitalizing on volatility in the underlying securities. Income Plus seeks a significantly higher yield than a more traditional income product while still providing volatility reduction through active asset allocation model-based decision making. The strategy does not invest in junk bonds or distressed debt securities.

PORTFOLIO MANAGERS

Lee A. Calfo & Andrew Giannone

FACT SHEET