In our August 2024 newsletter, we share important updates on our portfolio and welcome our newest team member, Melissa Clymer.
Related to investments, here is a brief summary of the topics covered:
- Rebalanced portfolios to fall in line with target allocations. As a result, we increased portfolio yields and decreased risk compared to benchmarks.
- Invested to take advantage of several current themes, including energy and water infrastructure.
- Increased allocations to a mortgage backed fund, and added a securitized credit fund. Both increased yields with minimal risk increases.
We hope you find our insights useful and informative. As always, feel free to contact us with any questions.
Please click the link below to view.
Kindred Newsletter - August 2024