If you are looking for information on the high-yield bond strategy in Roccy DeFrancesco’s newsletter titled Beware of IMOs offering RIA Services (2017 Edition), it’s manager #8 in the PDF download that has the tactical managers listed.
Top three conservative risk managers:
-The top three “conservative” strategies have an average Beta of .28* with an average annual return going back seven years of 10.14%* net of fees.
Top three moderate risk managers:
-The top three “moderate-risk” strategies have a Beta of .46* with an average annual return going back seven years of 19.24%* net of fees.
*Numbers year-ending 2016.
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