Managed Strategies

Tactical Income

Objective: 

Generate moderate to aggressive cash-flow with long-term, moderate to aggressive growth while preserving capital 

 

Core Principles: 

  • Cash-Flow: Seek fundamentally appropriate securities congruent with risk-adjusted profiles that generate cash-flow that are accretive to investors with limited leverage 
     

  • Growth: Seek stable, reliable securities with “strong” fundamentals potentially creating future market demand  
     

  • Capital Preservation: Identify potential future headwinds and making tactical decisions based on current market trends to preserve capital while yet focused on growth principles 

 

Financial investment report titled 'ANCORATO TACTICAL INCOME' with a pie chart of current asset allocation, past performance graph, company logo with anchor symbol, and detailed strategy and performance information for 2024.