About Fund

The objective of this fund is to maximize total return while emphasizing preservation of capital. The fund seeks equity-like returns with traditional bond-level risk. The fund aims to rotate to the bond classes that have the highest potential return while implementing stop-loss measures to reduce downside volatility.

Most investors lump all bonds together and don’t realize the varying returns that they may offer. BTS believes focusing on a set of core and satellite bond investments with low correlation to one another offers significant upside potential, but the more important upside is that there is a place to allocate assets when most traditional investments are losing value. That means that we are willing to allocate our portfolio to 100% cash if we believe that full safety is needed. This is what separates us from most mutual funds, the willingness to admit that buy and hold approaches are risky and not appropriate for most baby-boomers.

With 30 years of experience in bond portfolio management, BTS believes it brings a distinct approach to our investors. Many investors look for bonds to primarily provide them income. BTS believes that there is much more to bonds. By utilizing the price side of bonds, BTS believes it has been able to offer clients favorable returns while reducing downside volatility. Now we bring our 3 decades worth of experience to the mutual fund arena, giving investors easier access to our investment approach. By taking the approach of the “right bond at the right time” instead of an over diversified approach we believe that bonds can still be the answer even in a rising interest rate environment.