STRATEGIC INCOME Overview

Strategic Income Management Llc is an investment advisor that manages 947.8 MM dollars in regulatory AUM and has 8 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 9MM in positions, representing 1% of the manager's regulatory AUM.

STRATEGIC INCOME StockAlpha

+1.8%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

STRATEGIC INCOME Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
NLY 47.43% Financials -0.95% -6.01% 0 6%
KNOP 39.98% Energy 8.27% 0.37% 2 0%
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FEATURED IN
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STRATEGIC INCOME Founders and Key Employees

Name Title In Position Since
Randall L. Yoakum Manager, Member, Chief Executive Officer August-2010
Gary J. Pokrzywinski Manager, Member, Chief Investment Officer, Portfolio Manager August-2010
Timothy T. Black Member, Elected Manager, Chief Compliance Officer, Coo August-2010
Brian L. Placzek Member, Director Of Research, Portfolio Manager October-2010
Nicole' M. Verbrugghe Member, Director Of Research October-2010

STRATEGIC INCOME Brokers, Custodians, Auditors and Administrators

Type Company

STRATEGIC INCOME Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

SiM focuses its investment management for all accounts in two areas; Dynamic Allocation Asset Allocation, and High Yield fixed income. SiM has separate management teams for each of these strategies, although the teams collaborate on investment philosophy and strategy where appropriate. Each of our investment strategies carries its own types of investment risks (described in more detail below). Following is a summary of our two strategies:

SiM Dynamic Allocation Investment Strategy and Process

SiM’s asset allocation team designed, developed, refines, and implements a disciplined and methodical investment strategy and process referred to as Dynamic Allocation (DA). This asset allocation strategy follows a three-step investment process which is geared towards maximizing return at specific levels of risk based on both a long-term strategic and near-term tactical focus – each supported by extensive fu...
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STRATEGIC INCOME Portfolio Concentration

STRATEGIC INCOME Location

SUITE 1675
720 OLIVE WAY
SEATTLE, Washington
UNITED STATES, 98101

STRATEGIC INCOME Contact Information

Phone Number: 206-971-3773
Fax Number: 206-529-3251
Website:

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