Strategy:
The Fund provides exposure to a diversified portfolio of primarily North American, income-producing, liquid investments including bonds, convertible bonds, senior loans, preferred shares and dividend-paying stocks.
Investment Process:
Bridgeport employs quantitative screening and deep, bottom-up, fundamental research with a strict focus on earning quality, cash flow stability and balance sheet strength.
Monthly Fund Summary
Portfolios have generated strong risk-adjusted returns for our clients through various market conditions and business cycles.
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