Diversified. Flexible. Yield-Focused.
Overview
The ELITE Opportunistic Income Sleeve is built to enhance portfolio yield by allocating to managers with demonstrated expertise in sourcing income across multiple asset classes. Free from the rigid limitations of traditional style-box investing, the sleeve provides flexibility to pursue attractive opportunities wherever they emerge—while maintaining a disciplined, risk-aware framework.
What Sets It Apart
Income Across Markets – Seeks to deliver consistent yield by allocating beyond conventional equity and fixed income categories.
Flexibility to Capture Yield – Unconstrained design allows managers to allocate opportunistically across sectors, regions, and income strategies.
Risk-Aware Construction – Emphasis on protecting capital through disciplined manager oversight and portfolio design.
Diversified Sources of Return – Reduces reliance on traditional bonds or dividend equities by expanding the opportunity set.
Role in the Portfolio
The Opportunistic Income Sleeve acts as a stability and cash flow engine within the broader ELITE framework. It complements the Opportunistic Growth Sleeve by focusing on consistent yield generation, while balancing risk through diversification and active oversight. Together, they provide a more complete equity allocation designed to serve both growth- and income-oriented objectives.
Ideal Client Fit
Investors seeking enhanced yield beyond what traditional income strategies can provide
Clients looking for diversified income streams across asset classes and market cycles
Those who value risk-aware, opportunistic positioning for consistent cash flow within their portfolio