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Client Mandate

The foundation of Robinson Capital’s philosophy and focus is our client expectations. We strive to fulfill their needs with every investment decision we make. All of our clients are looking for us to generate maximum yields while incurring minimum levels of risk. They want to avoid any losses, even if the overall market is down considerably.

Client Mandate

About Robinson Capital

Founded in December 2012, Robinson Capital is an independent investment advisor specialized in developing traditional and alternative fixed income solutions. Our investment approach employs both fundamental and value techniques to best identify positive risk/reward opportunities and to maintain a consistent and disciplined approach. Portfolio objectives are then tailored to each client’s specific requirements in a highly personalized manner. Robinson Capital also specializes in alternative value investing strategies, particularly through closed-end mutual funds, that generate higher cash flow yields and have low correlations with stock and bond markets.

Robinson Capital’s CEO is James C. Robinson, a veteran bond trader who formerly headed Michigan’s biggest private money management firm and specialized in developing cash management solutions for leading insurance companies. In addition, our principals are a seasoned team of portfolio managers that have extensive experience managing fixed income portfolios.

Investment Philosophy

Robinson Capital’s investment philosophy is to produce performance consistency for our clients through the combined use of diversified strategies and the disciplined analysis of the fixed income markets. Our investing style emphasizes the identification of long-term trends and favorable risk/return scenarios using multiple strategies throughout the fixed income markets. A broad approach reduces our reliance on any one source of return generation. Discipline is maintained through our extensive use of proprietary analytical tools and set allocation ranges. In addition, we place a high degree of concentration on protecting the portfolio from downside risk, which we believe is an integral part of managing fixed income portfolios. Robinson Capital’s overall investment objective is to add consistent value over time using numerous portfolio designs, while maintaining volatility and risk, to a minimum.

Expertise

Fixed Income Strategies

Robinson Capital offers a broad array of Fixed Income strategies and solutions:

  • Cash
  • Enhanced Cash
  • Core
  • Government/Credit
  • Intermediate Core
  • Intermediate Government /Credit
  • Opportunistic
  • Alternative Fund Arbitrage

In addition, Robinson Capital employs multiple strategies for Mutual Funds it manages:

For more information on 2 open-end mutual funds sub-advised by Robinson Capital, please visit the funds website here:  http://www.libertystreetfunds.com/mutual-funds/robinson-tax-advantaged-income-fund and http://www.libertystreetfunds.com/mutual-funds/robinson-opportunistic-income-fund

Portfolio Construction

Robinson Capital’s portfolio construction involves the rigorous application of the following components:

  • Asset Allocation Review and Ranking. We use proprietary modeling, combined with our experience and understanding of markets, to build expected return and risk profiles for traditional and non-traditional asset classes.
  • Product Packaging Review and Ranking. We use our value orientation and trader mindset to weigh the costs and benefits of various product packaging options: individual securities, exchange traded funds, open-ended mutual funds, closed-end funds, separately managed accounts, etc.
  • Risk Assessment. We quantify each asset class’ exposure to various risks: credit, interest rate, equity-like, general economic, volatility, liquidity, inflation/deflation, and tail. If we aren’t comfortable with any of the identified risks, we hedge our positions on a portfolio basis.
  • Portfolio Hedging Optimization. We rank our various hedging strategies (i.e., short positions, negatively correlated long positions, put/call option strategies, futures, inverse ETFs, credit default swaps, etc.) based on cost and effectiveness in hedging the identified risk.
  • Portfolio Construction. We review the overall portfolio characteristics and run stress tests as a way to check whether the individual parts are likely to interact in a manner we want. Simply put, we want to make sure the kids play nice with each other in the sand box.