Huge Bond Losses Continue to Confuse Investors of Where to Invest in Fixed Income Assets - The TFA Tactical Income Fund - a Fixed Income Choice to "Go Anywhere" to Invest in Fixed Income Assets
Ohio Pen/10223946

CINCINNATI, May 24, 2023 ~ Tactical Fund Advisors (TFA), a registered investment advisory firm managing four tactical mutual funds, has introduced their Tactical Income Fund (Nasdaq: TFAZX) as an option to address the ongoing challenges in today's bond market. The fund offers daily review by TFA's investment team, and provides diversification and flexibility with the ability to rotate to any bond asset class at any time.

The unprecedented interest rate volatility experienced in recent times has caused considerable concern among financial advisors and their clients who saw their bonds lose significant value in 2022. This value erosion has prompted advisors to explore alternative approaches that blend the principles of Modern Portfolio Theory (MPT) with the agility of multi-manager tactical mutual funds.

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Drew Horter, President & CEO of TFA, said "We offer the complete flexibility to respond to Stock and Bond market conditions. This flexibility is a key point of differentiation to help investors reduce risk."

The TFA approach employs an experienced bench of subadvisors for TFA Funds. They have the ability to bring in different managers/advisors based on changing market conditions. Horter added "With TFAZX we can rotate to high yield bonds, convertible bonds, and emerging market bonds in a good stock market for additional alpha."

Steve Dissette, Investment Advisor Rep., commented "My clients were starting to get nervous. Adding the TFA Tactical Income Fund to their portfolio has put their minds at ease."

Horter concluded "The age-old Modern Portfolio Theory of buy and hold can be complemented by TFA Tactical Funds. Many investors know the importance of flexibility for both asset class diversification and risk management. And that's why we feel that TFAZX and our growth funds should be a part of any portfolio."
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