Our team at Lorne Steinberg Wealth Management has a long history in the high yield bond market. The Steinberg High Yield Fund capitalized on our expertise to address the need for meaningful yield by fixed-income investors. This fund allows the individual investor to invest in a diversified portfolio of otherwise inaccessible fixed-income instruments, which offer the opportunity for significantly greater rates of return than government bonds. Our approach to the high yield market is consistent with the conservative, value-based investment philosophy that defines Lorne Steinberg Wealth Management.
Our goal is not to have the highest-yielding, High Yield Fund, it is to have the safest High Yield Fund, and to deliver a reasonable return above and beyond regular fixed income. Please call us for more information.
Our research efforts are driven by the following principles:
- Bottom-up fundamental credit research
- Focus on higher quality, non-investment grade bonds
- Total return, not just income
- Diversify broadly across issuers and industries