
DRH Balanced Income
Dynamic Risk Hedged Balanced Income Strategy
The composite represents an investment designed to provide current income and long-term capital appreciation. The strategy allocates risk primarily across high yield bonds, dividend paying stocks, REITs, and U.S. Treasuries. The strategy also has the ability to take short positions and use cash to help manage overall risk. The strategy is implemented primarily using exchange traded funds (ETFs) domiciled in the U.S.