Investment Objective -- Equity-Like Returns with Substantially Less Risk
Zazove’s Domestic (U.S.) and Global strategies seek to generate superior long-term returns for investors by constructing a portfolio of balanced convertibles with attractive asymmetrical risk/return characteristics.
|Upside Capture||Capture 60 – 75% of equity market advances|
|Downside Protection||Participate in only 35-50% of equity market declines|
|Yield Advantage||Carry higher current yields compared to equities|
|Diversification||Broad issuer and industry diversification|