Reckoner BBB-B CLO Annual ETF (RCLY)

Overview

Advisor Managed Portfolios - Reckoner BBB-B CLO Annual ETF is an innovative exchange-traded fund (ETF) that is launched and managed by Reckoner Capital Management LLC. This fund strategically invests in the fixed income markets, offering investors exposure to a diversified portfolio of collateralized loan obligations (CLOs). The particular focus of the fund is on U.S. dollar-denominated debt tranches that possess ratings within the BBB+ to B- range, assessed by eminent credit rating agencies such as S&P, Moody’s, and Fitch at the time of purchase.

One of the key characteristics of this ETF is its investment in securities that have a variety of maturities, providing flexibility and opportunities across different time horizons. The fund utilizes a rigorous fundamental analysis paired with a bottom-up security selection approach, ensuring that each investment is made with careful consideration and thorough research. This meticulous strategy is designed to enhance the potential for returns while maintaining a reasonable level of risk.

Products and Services

• Exchange-Traded Fund (ETF)

  The primary offering of Reckoner Capital Management LLC is the Advisor Managed Portfolios - Reckoner BBB-B CLO Annual ETF. This ETF allows investors to gain exposure to a portfolio concentrated on fixed income investments, specifically collateralized loan obligations rated BBB+ to B-.

• Investment Management

  Reckoner Capital Management LLC provides comprehensive investment management services that include the analysis, selection, and management of securities. The management team employs fundamental analysis to create a diversified portfolio aimed at maximizing returns within a specified risk profile.

• Portfolio Strategy Development

  The firm specializes in developing tailored portfolio strategies that reflect individual investor goals. This involves using a bottom-up approach that considers the specific characteristics and fundamentals of individual securities, ensuring that each investment aligns with the broader investment objectives.

• Risk Assessment and Monitoring

  Investors benefit from ongoing risk assessment services that monitor the portfolio's exposure and performance. Reckoner Capital Management LLC regularly evaluates the portfolio in response to market dynamics, enabling proactive adjustments and informed decision-making.

• Market Research and Insights

  The firm commits to providing investors with market research and insights, facilitating informed investment choices. This includes analysis of market trends, economic indicators, and changes in interest rates that can affect fixed income markets.