Columbus Macro Global Income

COLUMBUS MACRO GLOBAL INCOME is a balanced, growth & income strategy designed to gain flexible exposure to global dividend-paying stocks and other major income-generating asset classes. Portfolio allocation exposures can range between 50-70% equity and 30-50% fixed income based on the manager's view of market conditions. The portfolio typically holds 25-35 individual common stocks and 5-10 fixed income exchange traded funds (ETFs). A repeatable process is employed for selecting U.S. stocks and American Depositary Receipts (ADRs) yielding at least 50% more than the S&P 500 average and trading at reasonable valuations. This includes an evaluation of industry-specific earnings quality metrics to ascertain balance sheet strength, operating efficiency, and ability to sustain dividend payments. The investment equity universe includes companies within the S&P 1500 Index plus 300 listed ADRs.

For more information on our investment strategies, including performance factsheets and additional marketing materials, please contact us.

There is no guarantee that any strategy will be successful in reaching its objectives, please consult disclosures for additional Information.