Tax Efficient Inflation Protection
Samson’s Tax Efficient Inflation Protection Strategy is an actively managed tax efficient bond strategy with inflation protection overlay. The objective is to provide investors with a tax efficient alternative to TIPS that is liquid, high quality, and designed to protect taxable investors’ purchasing power from inflation. This strategy generates higher tax efficient real income and can help investors achieve their real return objectives.
This strategy requires the establishment of International Swap Dealers Association (ISDA®) agreements with counterparties, which requires a high minimum investment.
