Strategies

Commonwealth’s experienced team analyzes individual securities, market dynamics and trends to generate timely, fixed income opportunities that are tailored to investor goals. We are branded by the intellectual strength and intensive research efforts of our team and commitment to our clients and maintaining their trust. Intellectual capital is combined with sophisticated analytical methods to expose inefficiencies in the financial market and generate attractive investment opportunities in the fixed income arena. Indeed, our investment style stands apart from traditional fixed income managers and we continually seek attractive risk reward opportunities. As markets advance, so do we. Commonwealth allocates investment capital across a diversified set of proprietary investment strategies that span the credit market. Strategies span the credit horizon from Core Fixed Income to Distressed Debt and provide several specific options for investors to meet their individualized goals.

Mortgage Opportunity Strategy

CA Mortgage Opportunity Strategy seeks to provide investors a positive absolute return over the long term by taking advantage of current opportunities in mortgage and asset-backed securitizations created by the market dislocation. This opportunistic strategy is focused on creating a high cash flow portfolio with an attractive risk reward profile.

Core Fixed

CA Core Fixed Income Strategy seeks to provide investors a positive absolute return over the long term by using a multi-strategy approach. Investment types include a wide range of opportunities in a broad portfolio of mortgage-backed and asset-backed securities, corporate and government debt and securities of distressed and highly leveraged companies. This investment grade strategy invests opportunistically, primarily in investment grade debt securities.

High Yield

CA High Yield Strategy seeks to provide investors a positive absolute return over the long term by using a multi-strategy approach. Investment types include investments in a wide range of opportunities in mortgage-backed and asset-backed securities, corporate and government debt and securities of distressed and highly leveraged companies. This high yield strategy invests opportunistically, primarily in high yield and distressed securities.

Strategic Equity

The Strategic Equity Fund seeks to deliver a positive absolute return through investments in multiple asset classes. The fund is not limited to any specific asset class or allocation targets. It seeks to invest opportunistically in asset classes and sectors and subsectors of the capital markets that offer high expected risk adjusted rates of return.