The BH High Yield Portfolio:
The BH High Yield Portfolio typically includes ~20-25 holdings, including weights (long-term ratings), "buy-under" prices (near-term ratings), risk-management metrics, and more. The aggregate portfolio yield is typically 8-9%+, and may include Business Development Companies (BDCs), debt and/or equity Closed-End Funds (CEFs), dividend stocks, and more.
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(Image is hypothetical—for illustrative purposes).
The LTCA Portfolio:
The Long-Term Capital Appreciation (LTCA) Portfolio, typically includes ~30-40 individual holdings, including position weights (long-term ratings), "buy-under" prices (near-term ratings), risk-management metrics, and more. The strategy may experience higher near-term volatility in exchange for more long-term capital appreciation and compound growth.
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(Image is hypothetical—for illustrative purposes).