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Build a better portfolio

CC&L High Yield Bond Fund


  • Cash Flow: Provide attractive and sustainable yield
  • Actively manage risk
  • Capital Preservation: Deliver positive returns with downside protection

Unique Attributes:

  • Deep and experienced institutional investment team covers Investment Grade & High Yield market
  • Tactical, active approach to take advantage of the shifting environment
  • Concentrated, high conviction portfolio (35-50 securities)


  • Target:  4% annually
  • Frequency:  monthly

Portfolio Managers:

  • Brian Eby, CFA, MBA
  • David George, CFA
  • Chris Kalbfleisch, CFA
Quick Facts
AUM $101.35 million
Inception Date
May 16, 2012
Fund Category
High Yield
Fund Code (A|F)
CCL 650 | CCL 651
Management Fee (A|F)
1.85% | 0.85%
2.09% | 1.06%
Risk Level
Low to Medium
Minimum Investment
Subsequent Investment
Systematic Purchase

AUM data above is updated daily on all days that markets are open.

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