Curasset Capital Management Limited Term Income Fund Founders Class (CMIFX)

Overview

The company operates within the financial sector, focusing on investment services tailored to individual and institutional investors. It specializes in managing a diversified portfolio comprised primarily of investment-grade debt securities. By adhering to a strategy of investing at least 80% of its net assets, in addition to borrowings for investment purposes, into high-quality corporate and government bonds, the firm aims to offer stable and reliable financial instruments. The portfolio managers are dedicated to selecting a mix of securities that will provide a blend of income and safety for the fund's stakeholders, operating under normal market conditions.

Products and Services

• Investment-Grade Debt Securities

  This category includes both corporate and government bonds that are rated as 'investment-grade' by recognized credit rating agencies. These securities are favored for their lower risk of default compared to lower-rated bonds, making them a cornerstone of the fund's investment strategy. Targeting these assets allows the fund to aim for consistent returns while maintaining a focus on capital preservation.

• Diversified Portfolio Management

  The fund's portfolio managers employ a comprehensive strategy that seeks to diversify investments across various sectors and geographic regions within the realm of investment-grade debt securities. This diversification aims to reduce risk and enhance the potential for income, leveraging the managers’ expertise in selecting bonds that contribute to the overall balance and performance of the portfolio.