In February 2021, we’re celebrating the Fund’s 10-year milestone. Congratulations to the SiM portfolio managers: Gary Pokrzywinski, CFA, Brian Placzek, CFA, and Ryan Larson, CFA, CAIA.
The Fund seeks capital growth. In pursuit of that goal, the investment team strives to systematically invest in an active balanced portfolio using risk management techniques to help improve overall performance in changing market environments.
The Fund seeks high current income and, secondarily, capital appreciation. In pursuit of that goal, the investment team strives to maximize yield while maintaining a high level of due diligence for credit, liquidity and call risk.