Combining a high-conviction, concentrated equity portfolio with an alpha-focused fixed-income sleeve, the strategy behind the IA Clarington Loomis Global Allocation Fund has been helping investors achieve their goals since 1996. For calendar year 2023, the fund returned 19.6%, earning an exceptional 3rd-percentile ranking in the Global Balanced category.

In this session, Eileen Riley explains where she’s finding her best bottom-up ideas for the equity component of the fund. She also provides an update on overall fund positioning and discusses where the fixed-income team is finding opportunities in today’s market.