SOURCE: BTS Asset Management

BTS Asset Management

January 11, 2010 05:00 ET

BTS Asset Management Announces the Launch of the First Tactical Bond Fund

The BTS Bond Asset Allocation Fund Was Created With the Goal to Weather Rising Interest Rates With a Right Bond at the Right Time Approach

LEXINGTON, MA--(Marketwire - January 11, 2010) - BTS Asset Management, one of the nation's oldest third party money managers, today announced the January 4, 2010 launch of their new mutual fund. The BTS Bond Asset Allocation Fund is a first to the market tactical bond solution.

Many investors are concerned about rising interest rates and are not sure how traditional bond strategies may fare in the years to come. BTS takes its 30 years of risk managed bond solutions to the mutual fund industry in an effort to calm investor fear. Today's investors are worried that traditionally conservative bond market returns will not be around now when they need them most.

"Each bond has unique return characteristics depending upon market conditions; therefore, total return becomes our primary focus," states Isaac Braley, President of BTS. He continues, "We believe in a fundamental approach that takes you out of bonds of increasing yield and moves you into a more stable or declining yield investment. BTS believes that bonds should be traded from a price standpoint and that creating true income for a client means returning assets above the principal value." By concentrating in the bond categories with the highest potential return while rotating out of those less desirable, BTS aims to give consistent equity-like returns with traditional bond risk.

About BTS Asset Management

Founded in 1979, BTS has been one of the nation's premier third party money managers, providing quantitative risk management and portfolio solutions for mutual fund and variable annuity clients looking for income and/or total return over a three to five-year period. As of December 31, 2009, BTS currently manages approximately $2 Billion in AUM. This includes 16,000 individual, corporate, and pension accounts and works with over 3,000 financial planners and registered representatives. BTS has multi-year track records in tactical fixed income and equity management dating as far back as 29 years, providing advisors and clients alike with the experience and service of an established money manager. BTS believes in a capital preservation approach seeking to deliver consistent, steady returns over the long haul, while mitigating downside risk to the extent possible.

Mutual Funds involve risk, including possible loss of principal. The Fund invests in fixed income securities, derivatives on fixed income securities or Underlying Funds that invest in fixed income securities, the value of the Fund will fluctuate with changes in interest rates. Defaults by fixed income issuers in which the Fund invests could also harm performance. Lower-quality bonds known as, "high yield" or "junk" bonds, present greater risk than bonds of higher quality, including, an increased risk of default. The Fund may invest in derivatives. Derivatives are subject to credit risk and liquidity risk.

Investors should carefully consider the investment objectives, risks, charges, and expenses of the BTS Bond Asset Allocation Fund. This and other information about the Fund is contained in the prospectus and should be read carefully before investing. The prospectus can be obtained on our website,, by calling toll free 1-877-BTS-9820 (1-877-287-9820), or by calling your financial representative.

The BTS Bond Asset Allocation Fund is distributed by Northern Lights Distributors, LLC, Member FINRA/SIPC.


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