CVSB

CVSB seeks income maximization and capital preservation by actively investing in investment grade, income-producing debt securities including corporate bonds, government and agency debt, mortgage-backed and asset-backed securities, preferred securities, money market instruments, and taxable municipal obligations. It will principally invest in USD-denominated securities, but may also hold foreign debt in its local currency up to 25% of its portfolio. To ensure broad issuer and industry diversification, the portfolio managers utilize fundamental analysis of risk/return characteristics to select securities, while considering ESG factors, among others, as analyzed by analysts to minimize ESG risk. The fund aims to maintain a portfolio duration of one year or less through US treasuries and related futures contracts. Because of its active management, final selection of securities is at full discretion of the adviser.