The Integra Capital Management Liquid Alternatives High Yield Portfolio seeks to generate a high level of current income with long-term appreciation by investing in asset types and strategies which offer diversification to complement traditional equity and high-grade bond portfolios.
The Liquid Alternatives High Yield Portfolio invests across various asset types such as real estate investment trusts, master limited partnerships, business development companies, non-traditional credit and covered call strategies. The allocation is strategically modified through the economic cycle to attempt to maximize current income, but also to reduce risk exposure when appropriate.
A high level of current income with moderate capital appreciation over time. The goal is a lower level of volatility than the stock market with about three quarters of the long-term average return of stocks.