Newport Beach, California


The Bramshill Income Performance Strategy
is a fixed income strategy that seeks to maximize total return across various asset classes. The Strategy invests in a tactical portfolio of income-producing securities, including investment grade and high-yield bonds, preferreds, municipal bonds, U.S. Treasuries. The portfolio is actively managed, incorporating sector allocations and tactical hedging during various interest rate and market environments. The Strategy uses fundamental credit and relative value analysis, and focuses on securities with transparent pricing, actively-traded capital structures and liquidity. The Strategy is unlevered, highly-liquid, not benchmark dependent and seeks to maintain an investment grade profile.

To obtain a compliant presentation and/or the firm’s list of composite descriptions, please email us at

Bramshill Investments may be accessed through two product types: separately managed account and mutual fund (Bramshill Income Performance Fund – BRMSX).

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