Education
BA, Mathematics, Magna Cum Laude, Boston College, 1982; MBA, Magna Cum Laude, College of William and Mary, 1986

Qualifications
Chief Investment Officer of Presbyterian Foundation, Vice President and High Yield Portfolio Manager, Loomis Sayles; Senior Vice President and Global Head of Corporate and High Yield Management, Baring Asset Management; Chartered Financial Analyst since 1992, Chartered Investment Counselor since 1992.

Investment Experience
30 years

Company Name
Cratus Capital LLC

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Investment portfolio

The Cratus High Income Strategy is designed to provide high yield with minimal downside risk.  This strategy invests in very short term high income bond ETFs with a small position invested in small- and mid-cap high dividend stocks.  

Overall risk is minimized through extensive due diligence on all companies and ETFs which Cratus Capital includes in this strategy.  Interest rate risk is virtually non-existent as these bonds have very low durations.  High dividend paying stocks are added opportunistically for diversification but may not represent for more than 20% of the total market value of the portfolio.  This is a low volatility strategy.

Strategy
ETFs / Funds
Sharpe ratio
2.53 365 days
Performance
12.7% 365 days
Risk score
Fees
  • 0.75% fee
  • $20,000 min


Important Information

1. Performance of the Portfolio Manager's account is calculated by Covestor on a daily time-weighted basis, including cash, dividends and earnings distributions and broker commissions. Manager returns include trades and positions that fail Covestor's trading rules, as a result, actual client returns will differ. Covestor advisory fees are simulated and applied retro-actively to present the portfolio return "net-of-fees".

2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.

3. The investment minimum is the minimum investment required to follow a particular portfolio. The minimum amount is determined by Covestor, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.