Paragon Income I is a fixed income-oriented fund designed to offer investors a resilient, diversified portfolio with a focus on steady coupon carry and capital stability over the longer term. The fund invests in a mix of bonds, certificates of deposit, structured products, ETFs, equities, and money market instruments.
It is an actively managed fund where securities selection process is driven by a robust bottom up, relative value approach. Fundamentals are key. The Investment Manager has the discretion to adjust the allocation of the portfolio to any particular issuer, sector, geography or currency. The average portfolio duration and rating may vary from time to time as a reflection of market conditions. Controlled leverage and tactical adjustments are deployed where strategically advantageous.
Due to institutional demand, Paragon Income I also has an institutional tranche to provide enhanced value to institutional investors.
