Markin Total Return Income Aggressive

Objective: capital appreciation & long-term income

Account Minimum:
$50K

Model Inception:
1/1/2017

Mngmt. Fee: 0.75%

Inception:
3/31/2021

Investment Objective

The Markin Total Return Income Aggressive strategy offers an active, dynamic investing and risk-management approach for those seeking a risk-adjusted total return advantage over balanced investing and a long-term income advantage over equity investing, with an annualized volatility of 11%.

Reasons To Invest

Seeks Risk-Adjusted Return Advantage

Seeks to deliver higher risk-adjusted returns than balanced investments by seeking to add value in both rising and declining markets.

Seeks Long-Term Income Advantage

Uses a quantitative, objective-driven approach to income, seeking to provide greater long-term income than equity investments.

Active Risk Mitigation

Reduces portfolio-level risk during adverse market environments through actively diversified exposures and a pre-defined risk-reduction process that has proven valuable in volatile cycles.

More Reasons to Invest

Flexible Best Return for Risk Approach

Invests across asset classes, sectors, market caps, factor styles, and geographies. Active selection and exposures to individual securities vary based on the evaluation of best return for risk by integrating macro, fundamental and technical views.

Systematic Discipline

The strategy dynamically (and tax efficiently for taxable accounts) adjusts exposure to and within markets based on bottom-up top-down quantitative analysis.

Benefits for taxable investors

Has provided efficient tax management utilizing algorithmic tax-loss harvesting built into the trading strategy. Addresses inherent tax deficiencies of both mutual funds and buy-and-hold strategies.

* The materials contained on this website do not constitute investment advice or research and should not be viewed as a current or past recommendation or a solicitation of an offer to buy or sell any securities or to adopt any investment strategy. Past profitability is not indicative of future results. The Markin Aggressive strategy launched on March 31, 2021 and is managed by Markin Asset Management LP (“Markin”). Results are based on fully discretionary accounts under management, including those accounts no longer with the firm. All investing involves risk, including the loss of principal. Past performance is not indicative of future results. Results shown are net of advisory fees and estimated transaction costs. The advisory fee is comprised of a 75 bps AUM annualized management fee. The results shown reflect the reinvestment of dividends and other earnings. Additional information about Markin also is available on the SEC's website at www.adviserinfo.sec.gov.