The Best and Worst of February: Nontraditional Bond Funds
Nontraditional bond funds lost an average of 0.47% in February, bringing the category’s one-year returns through the end of the month to -4.06% versus 1.50% for the Barclays U.S. Aggregate Bond Index. As a result, investors pulled a total of $21.7 billion out of the category for the year ending February 29, bringing total category assets down to $125 billion. 7134-NLD-3/21/2016
BTS Tactical Fixed Income VIT Now Added to Jefferson National's Investment-Only Variable Annuity Platform
Lexington, MA - November 10, 2015 - A variable insurance trust (VIT) version of BTS Asset Management's flagship tactical fixed-income product is now available via Jefferson National's Monument Advisor, the industry's first Flat-Fee, Investment-Only Variable Annuity (IOVA).
BTS Bond Asset Allocation Fund to Merge into the BTS Tactical Fixed Income Fund
Lexington, MA December 9, 2014 - BTS Asset Management announced the BTS Tactical Fixed Income Fund ("TFI Fund") and the BTS Bond Asset Allocation Fund ("BAA Fund") will merge. Effective December 12, 2014, the BAA Fund will merge into the TFI Fund.
Attributes of Investing in Individual Bonds vs. a Bond Fund
This article was written by Matthew Pasts, CMT, CEO of BTS Asset Management. Should an investor hold individual bonds or invest in a bond fund? Some make the case for investing in individual bonds in a rising rate environment because investors, if they hold the bond until maturity, may receive their principal back with possibly little risk of suffering losses in market value if prices fluctuate.
A Tactical Bond Fund With a Twist
The May 12, 2014 edition of Think Advisor featured an article sparked by a BTS webinar presented on May 8th. The article is entitled, A Tactical Bond Fund with a Twist by Mike Patton. With interest rates at historic lows it’s hard to find attractive yields in investment grade bonds. Moreover, the longer rates remain low, the harder these bond funds will be hit when interest rates rise. Hence, if it weren’t for stocks, portfolios would almost certainly have a difficult time posting respectable returns.
Converting to the '40 Act and a Checklist
The March 4, 2014 edition of AllAboutAlpha featured an interview with Isaac Braley, President, BTS Asset Management. Almost a year ago now, BTS Asset Management converted a hedge fund into a mutual fund. This was part of a trend. Asset Managers have discovered that the '40 Act structure can accommodate many of the strategies that have long been associated with hedge funds.
BTS Asset Management Unveils a New Logo & Redesigned Websites
Lexington, MA March 3, 2014—BTS Asset Management, a tactical fixed income investment firm, has rolled out a new logo and refreshed websites. The new logo reflects the ongoing evolution of their brand serving advisors and their clients. Both the BTS Asset Management and BTS Funds websites have been updated as well.
BTS Tactical Fixed Income Fund Now Available on Schwab’s Mutual Fund OneSource® Service
Lexington, MA October 15, 2013—BTS Asset Management announced today that the BTS Tactical Fixed Income Fund (BTFAX) is now available to investors through the Schwab Mutual FundOneSource® service. The fund has a goal to maximize total returns and seeks to deliver equity-like returns with traditional bond-like risk.
BTS Unconstrained Bond Approach Provides Investors with Flexibility in Uncertain Times
Lexington, MA October 1, 2013—In a recent semi-annual letter to shareholders, BTS Asset Management CEO Matthew Pasts shared the firm’s vision for the bond market for the remainder of 2013, 2014 and beyond as well as the strategies they will employ on behalf of their investors given the current challenging market in bonds.
BTS Asset Management Pledges $1.5 Million to Salvation Army
BTS Asset Management has made a $1.5 million pledge to The Salvation Army of Massachusetts, the largest donation the local division ever has received to fund operations, a spokesman said.
New BTS Tactical Fixed Income VIT Fund now part of Nationwide's MarketFlex
BTS Asset Management announces the launch of the BTS Tactical Fixed Income VIT Fund. The fund is offered nationally to advisors through Nationwide America’s Marketflex.
BTS Tactical Fixed Income Fund LLC Converts to Mutual Fund
BTS Asset Management announced today the conversion of the BTS Tactical Fixed Income Fund LLC from a hedge fund to a 1940 Act mutual fund. The BTS Tactical Fixed Income Fund (BTFAX, BTFCX) has a goal to maximize total return and seeks to deliver equity-like returns with traditional bond-like risk.