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Income
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 6, 2026 | View | Income | - | CashFlow, dividends, income, inflation, real assets | |
| 2025 Q3 | Nov 7, 2025 |
Easterly – Income Opportunities Fund Jay Menozzi
|
View | Credit, Income, Structured | - | CMBS, credit selection, Income Strategies, RMBS, Structured Credit |
| 2025 Q3 | Nov 27, 2025 |
Merchant West Investments Daniel King
|
View | Income | - | Bonds, duration, income, inflation, Yields |
| 2025 Q3 | Sep 30, 2025 | View | Income | - | CashFlow, dividends, income, Quality, Totalreturn | |
| 2025 Q2 | Jun 30, 2025 |
Merchant West Investments Daniel King
|
View | Income | TTE | Credit quality, diversification, income, rates, Yield |
| 2025 Q2 | Jul 22, 2025 |
Miller Howard Investments Income-Equity Strategies Adam Fackler
|
View | Income | ABLV, C, CAG, CSCO, EMN, EPD, GS, JNJ, JPM, MRK, PAYX, RHI, STT, TRP | cash flow, dividends, income, total returns, volatility |
| 2025 Q2 | Jul 15, 2025 |
Lord Abbett Short Duration Income Fund Andrew H. O'Brien
|
View | Income | - | capital preservation, income, liquidity, Short Duration, Yields |
| 2025 Q2 | Aug 11, 2025 |
Bramshill Income Performance Fund Art DeGaetano
|
View | Income | - | capital preservation, Dividend Growth, income, stability, Yield |
| 2025 Q2 | Jul 22, 2025 |
Columbia Dividend Opportunity Fund Grace Lee
|
View | Income | K, MCHP, UNH | cash flow, dividends, stability, total return, Yield |
| 2025 Q2 | Jun 30, 2025 |
The Gabelli Equity Income Fund Mario J. Gabelli
|
View | Income | AXP, CR | asset value, catalysts, dividends, equity income, valuation |
| 2025 Q2 | Jun 30, 2025 |
Robinson Opportunistic Income Fund James Robinson
|
View | Income | - | Closed-End Funds, credit, Hedging, income, Yield |
| 2025 Q2 | Jul 20, 2025 |
BNY Mellon Global Equity Income Fund James A.Lydotes
|
View | Income | BA/ LN, SAN FP | cash flow, defensiveness, dividends, valuation, Yield |
| 2025 Q2 | Aug 22, 2025 | View | Income | - | cash flow, dividends, income, Options, volatility | |
| 2025 Q2 | Jul 22, 2025 |
John Hancock Bond Fund Class I Jeffrey N . Given
|
View | Income | - | Credit quality, duration, fixed income, income, rates |
| 2025 Q2 | Aug 2, 2025 | View | Income | - | cash flow, defensiveness, dividends, income, Yield | |
| 2025 Q2 | Jul 18, 2025 |
Thornburg Strategic Income Fund Lon Erickson
|
View | Income | - | capital preservation, credit, duration, income, Yield |
| 2025 Q2 | Aug 27, 2025 |
Schafer Cullen Global High Dividend ADR James Cullen
|
View | Income | MRK | dividends, Global Equities, income, Quality, Valuation discipline |
| 2025 Q2 | Jul 22, 2025 |
PGIM High Yield Fund Robert Cignarella
|
View | Income | - | credit spreads, duration, high yield, income, Yield |
| 2025 Q2 | Aug 7, 2025 |
Matrix Dividend Income David A.Katz
|
View | Income | - | cash flow, dividends, downside protection, income, stability |
| 2025 Q2 | Jul 21, 2025 |
The Davenport Value & Income Fund George L. Smith III
|
View | Income | BRK/B, MRK | capital preservation, dividends, free cash flow, income, valuation |
| 2025 Q2 | Aug 27, 2025 |
Cullen Enhanced Equity Income Fund James Cullen
|
View | Income | COP, CVX, DOW, JCI, NSC, PCAR, PPG, RTX | cash flow, defensiveness, dividends, income, volatility |
| 2025 Q2 | Jul 22, 2025 |
Miller Howard Investments Adam Fackler
|
View | Income | - | Capital discipline, dividends, income, valuation, volatility |
| 2025 Q2 | Aug 11, 2025 |
BlackRock Managed Income Fund Justin Christofel
|
View | Income | - | asset allocation, carry, Covered Calls, diversification, income |
| 2025 Q2 | Jul 22, 2025 |
American Century Equity Income Fund Kevin Toney
|
View | Income | AOS, BDX, BRK/A, EL, EPD, KVUE, LUV, NEE, UNH | cash flow, defensiveness, dividends, income stability, payout ratios |