SFL Corp Ltd

Albert D. Mason's general investment approach is 'Income with Growth.' Their portfolio generally seeks to invest approximately two-thirds of its assets in common stocks and the remainder in fixed-income. They mainly invest in the common stocks of US companies but may also invest in foreign stocks. The firm looks for companies they feel will grow and prosper for at least 5 years. Albert D. Mason generally holds a stock as long as the company's prospects remain sound. Most of the companies in the portfolio pay a dividend. Each year they expect the dividend to increase for a significant portion of the stocks in the portfolio.Albert D. Mason's fixed-income investments include bonds, preferred stocks and convertible bonds. Bonds are typically held until maturity. They generally do not own bonds that have greater than a 10-year maturity. The amount maturing each year is carefully controlled resulting in an average maturity of 3 to 6 years. The effect of this control is that the price movement in the bond portfolio is muted and the income predictable.Albert D. Mason carefully controls position size. They strive for no common stock position to exceed 5% of the portfolio and seldom would a position approach that size. Risk is regulated by the firm's selection process but also by position size. The actual maximum position size varies by specific investment. If positions get too large relative to their perception of the risk, they reduce the position regardless of the potential gain.

CFA may utilize the following methods of security analysis: charting; fundamental; technical; and cyclical. The investment strategies they may utilize include long-term and short-term purchases. The firm primarily allocates client investment assets among various individual equity, mutual funds and/or ETFs (including inverse ETFs and/or mutual funds that are designed to perform in an inverse relationship to certain market indices), on a discretionary basis in accordance with the client's designated investment objective(s). CFA must have access to current/new market information to perform an accurate market analysis.

Bramshill Investments focuses on income-generating strategies through credit and relative value analysis. The firm does not invest to a specific benchmark or index which enables them to apply a directional sector allocation approach across various asset classes. They manage client investment portfolios on a discretionary basis by primarily allocating assets among various municipal bonds, investment grade and high yield bonds, US Treasury Bills, preferred and dividend-paying stocks, closed-end funds and ETFs, in accordance with the client's investment objectives. Bramshill's primary investment objectives are to seek current income, generate principal appreciation and manage liquidity. The firm employs a go anywhere strategy, as they are not constrained by a specific benchmark and have the ability to invest across various products. The firm invests in a blended portfolio of primarily municipal bonds, investment grade and high-yield bonds, U.S. treasuries, preferreds, income ETFs and dividend-paying equities and focuses on securities with transparent pricing, actively traded capital structures and liquidity. Their strategy is unlevered and long only.