Robert Stimson - Portfolio Manager - 
James Moise - Analyst - 
David Mullen - Analyst - 
Hampton Boyd - Investment Associate - 35 Braintree Hill Park
Suite #100
Braintree, MA 02184
Strategy Overview
Investment Objective
- Fixed Income only strategy with exposure to all sectors of the bond market that seeks to generate consistent stream of income payments and capital preservation.
- Built with individual municipals, corporates, treasuries, CDs as well as supplemental exchange traded funds and mutual funds.
- Designed for accounts with more than $300,000 that are large enough to hold individual bond instruments.
Typical Investor
Risk-averse individuals and institutions seeking to protect their purchasing power and generate steady income with an investment timeline longer than two years.
How this Strategy is Managed
Our highly diversified Active Fixed Income strategy is built with individual municipals, corporates, treasuries, CDs as well as supplemental exchange trade funds and mutual funds. Our investment team’s active strategy allows us to generate steady income for clients while implementing a bond immunization strategy to protect funds during times of interest rate volatility. During today’s ever-changing macroeconomic environment, we find active bond management and hedging through duration and cash flow matching to be paramount.
Portfolio
Holdings
For Accounts with assets over $500K you would expect to have the following holdings:
- 25-50 Individual Bonds
- 3-10 Passive and Active ETFs or Mutual Funds to supplement in-house Fixed Income research
- Cash
Facts
| Inception Date | 12-31-17 |
| Benchmark | 45% Corporates 45% Barclays Aggregate 10% Municipals |
| Total Holdings Range | 38-60 |
| Top 10 Holdings % | 50-60% |
| Initial Position Size | 5-10% |
Risk Profiles
Strategic Weightings
| Asset Class | Weight | ||||||
|---|---|---|---|---|---|---|---|
| Individual Bonds | 72% | ||||||
|
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| Bond Tilts | 24% | ||||||
| Cash | 4% | ||||||
Contact Us for Detailed Performance Report
Investment products and strategies are not guaranteed by Little House Capital LLC, are not insured by the FDIC or by any other government agency and may lose value. The information throughout this presentation is for illustrative purposes and is subject to change at any time. Holdings and sector weightings are subject to change and should not be considered investment advice or a recommendation to buy or sell a particular security. Actual holdings may vary by client. This information is supplemental to the GIPS Report. This managed account strategy involves risk, may not be profitable, may not achieve its objective, and may not be suitable or appropriate for all investors. Investors should consider the investment objectives, risks, and fees of this strategy carefully with their financial professional before investing. All material is believed to be reliable, but accuracy is not guaranteed. This is not a warranty for liability on decisions based on such information. This is not a solicitation for any order to buy or sell securities.