Performance
Growth of $10,000
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Portfolio Region (%) As at undefined
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Fixed Income Rating (%) As at undefined
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Kipling Strategic Income Fund
Kipling Strategic Income is a fixed income 130/30 alternative fund. This structure enables the fund to seek yield, pursue returns and manage risk.
This fund provides a steady stream of income through fixed income investing. It focuses on capital preservation while mitigating risk exposure from both an interest rate risk and credit risk perspective.
The fund is managed by a multi-disciplinary team lead by Portfolio Manager Owen Morgan, MBA, CFA, along with Portfolio Managers John Poulter, CFA and Patrick Lau, PEng, CFA.
Available to accredited investors only. Ask your financial advisor for further information.
Owen Morgan, MBA, CFA
Investment Management
My role
Lead manager of the Kipling Strategic Income Fund, and sub-manager of the fixed income portions of NCM Income Growth Class and NCM Global Income Growth Class.
What I enjoy about work
I take pleasure in learning about individual companies - their management teams, their drivers of growth, and whether they possess a competitive advantage or not. In addition, I take keen interest in the economic and geopolitical news and how that may affect my holdings and my outlook.
How I got here
I worked on syndicated leveraged loans for nine years as part of a large US bank, which honed my credit analysis skills. That experience translated into my first fixed income portfolio management role focusing on leveraged loans and non-investment grade bonds. I continue to grow and learn, and presently my mandates primarily focus on investment grade bonds.
What I do outside of work
I am an avid skier, and a keen rugby fan (former player and coach - not terribly good at either, but a passion was born). I am happiest spending time with family and friends and my dog. I'm increasingly into history podcasts.
Favourite advice
Have conviction! But leave room for error. Enjoy your successes, but stay humble.
Fund Benefits
Higher income potential
The enhanced structure gives the portfolio manager more ways to drive returns.
More opportunities
Portfolio can include high yield, commercial paper, preferred shares and debentures.
Broad diversification
The portfolio is broadly diversified by sector, issuer and maturity.
Risk Rating
Disclaimer
Except where indicated otherwise, F Series, net of fees, *annualized.
The cumulative return shown is used only to illustrate the effects of the compound growth rate and is not intended to reflect future values of the investment fund or returns on investment in the investment fund. The Kipling Funds are only available for sale to investors who meet the definition of “accredited investor” as set forth in National Instrument 45-106 Prospectus and Registration Exemptions, or non-individuals who will be investing a minimum of $150,000. Please contact us or consult the offering documents to determine your qualification status. Investors should take note that certain statements in this report about a fund or strategy, including expected future performance, are forward-looking. Statements that look forward in time or include anything other than historical information are subject to risks and uncertainties, and actual results, actions or events could differ materially from those set forth in the forward-looking statements. Although the forward-looking statements contained herein are based upon what the portfolio manager believes are reasonable assumptions, the portfolio manager cannot assure that actual results will be consistent with these forward-looking statements. Due to ongoing portfolio transactions, the positions discussed in this communication may no longer be held in the Fund.