Toews Unconstrained Income Fund (TUIFX)

Overview

The company specializes in diversified investment strategies designed to cater to a wide array of risk tolerances and financial goals. Focusing on both growth and income, the firm employs a multifaceted approach to investing, which includes exposure to various asset classes and instruments. By integrating a mix of ETFs, derivatives, fixed-income securities, and preferred stocks, the company aims to provide comprehensive investment solutions tailored to meet the evolving needs of its clients. This approach emphasizes flexibility, risk management, and the pursuit of steady returns across different market conditions.

Products and Services

• ETFs and Open-End Investment Companies (Underlying Funds)

These investment vehicles offer diversified exposure to a broad range of assets, including stocks, bonds, and commodities, among others. By investing in ETFs and open-end funds, the firm leverages the underlying funds' professional management and strategy diversification, aiming to enhance portfolio performance and reduce risk.

• Total Return Swaps and Credit Default Swaps

These derivative instruments are used to gain exposure to high yield debt instruments or indexes without direct ownership of the underlying assets. Total return swaps allow the company to receive the income and capital gains of the reference assets, while credit default swaps provide a form of insurance against default. Both strategies are employed to enhance returns and manage risk.

• U.S. or Foreign Fixed-Income Securities and Structured Notes

The company invests in a variety of fixed-income instruments, including bonds and structurally complex products like structured notes. This strategy aims to provide steady income while managing interest rate and credit risk. Investments may be made in both domestic and international markets, offering a global perspective and access to diverse opportunities.

• Preferred Stocks

Preferred stocks represent a hybrid form of investment, combining features of both equity and debt. These securities typically offer fixed dividends, which are prioritized over common stock dividends, and may offer greater stability than common stocks. The firm invests in preferred stocks to seek steady income and potential appreciation, with a focus on securities offering favorable terms and prospects.

• Mortgage-Related Fixed Income Instruments

These investments include a range of securities backed by mortgages or mortgage-related assets, such as mortgage-backed securities (MBS) and collateralized mortgage obligations (CMO). By investing in these instruments, the company aims to capitalize on the income generated from mortgage payments, while managing the risk associated with changes in interest rates and the real estate market.