CORE EQUITY CONVERTIBLE_INVESTMENT INVESTMENT GRADE CONVERTIBLES FLEXIBLE ALLOCATION BALANCED

Convertible Investment

Investment Grade
Convertibles

Core Equity

Flexible Allocation

Balanced

HEDGED CONVERTIBLES

Hedged
Convertibles

Convertible Investment

STRATEGIES Risk/Return Profile
  • Investment Team displays exemplary depth and continuity
  • Low to moderate volatility and the ability to produce positive returns in both advancing and declining market environments
  • Equity risk is reduced through the utilization of hedging techniques
  • Full transparency and liquidity

Diversified portfolio of convertible securities in a market-neutral framework in either an unleveraged (CI) or leveraged (HCO) format

HEDGED CONVERTIBLES

Hedged
Convertibles

FACT SHEET (CI)

2018_3Q_SSI_ConvInc-FACTSHEET(G-N)-FINAL.pdf 2018_3Q_SSI_HC-OPPFACTSHEET-(G-N)- FINAL.pdf

FACT SHEET (HCO)

Benefits Securities Utilized Risk Controls
HISTORY TEAM PHILANTHROPY
SPOTLIGHT TAP THE EXPERTS LEARNING RESOURCES

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