Westwood Alternative Income Fund - Ultra Shares (WMNUX)

Overview

The fund is designed with an absolute return strategy, focusing on generating a positive total return regardless of the market conditions. This objective is pursued through a blend of current income and capital appreciation. The portfolio is structured to exhibit low volatility and minimal correlation with the broader equity and fixed income markets across a complete market cycle. This strategic approach emphasizes stability and consistent performance, aiming to offer investors a less turbulent investment experience.

Products and Services

The fund offers a unique product designed for investors seeking steady returns, with an emphasis on two primary investment vehicles:

• Income-Producing Convertible Securities: These are the cornerstone of the fund's investment strategy, combining the growth potential of equity with the income generation and protection aspects of bonds. Convertible securities can be converted into a predetermined amount of the issuing company's equity, typically at the discretion of the holder. This allows investors to benefit from stock market advances while having a safeguard against declines through the fixed income element. The focus on income-producing convertibles aims to ensure a consistent flow of income, alongside the opportunity for capital appreciation, aligning with the fund's absolute return strategy.