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 |