The High Yield Strategy seeks to provide above average risk-adjusted returns by focusing on current income and long-term capital appreciation through investments in convertible debt and other high yielding, publicly traded securities. The investment team uses detailed fundamental analysis to identify investment opportunities in out of favor (or emerging) companies that we believe are likely to regain (or achieve) attention over time. The other key investment criterion is a relatively high and sustainable current yield. We believe the current yield provides an important level of downside protection, while the expected improvement in fundamentals provides the upside through capital appreciation.
All of Falcon Point Capital strategies accept separately managed accounts. Below is the strategy performance which includes one or more separate accounts. No single investors performance will exactly match the strategy performance. Please see the disclosure page for additional information.
