by Pat Garvey | Jul 27, 2026 | Company News, SIF Quarterly Newsletter
Evolution of the Defensive Allocation For decades, the traditional 60/40 portfolio served as the foundation of investment management. Equities provided long-term growth, while bonds delivered income, stability, and diversification. While those objectives remain...
by Matt Hurley | Oct 24, 2025 | Company News, SIF Quarterly Newsletter
From Cash to Collateral: Positioning for the Next Income Cycle As we close out 2025, the market narrative continues to evolve from policy restraint toward early signs of renewed liquidity. Recent research from Bank of America Global Research, Morningstar, and other...
by Erika Luitjens | Oct 25, 2023 | Fund News, SIF Quarterly Newsletter
Performance Report: Year-to-date annualized return: 7.61% Number of loans: 225 Gross loan portfolio dollars: $275,052,265 (78.01 % in 1st and 21.99 % in 2nd position) Average loan-to-value: 52.69%* Average loan amount: $1,222,454 Number of Counties: 24 *calculated...
by Erika Luitjens | Jul 18, 2023 | Fund News, SIF Quarterly Newsletter
Performance Report: Year-to-date annualized return: 7.31% Number of loans: 221 Gross loan portfolio dollars: $261,338,178 (79.52 % in 1st and 20.48 % in 2nd position) Average loan-to-value: 52.78%* Average loan amount: $1,182,525 Number of Counties: 23 *calculated...
by Erika Luitjens | Apr 20, 2023 | Fund News, SIF Quarterly Newsletter
Performance Report: Year-to-date annualized return: 7.11% Number of loans: 225 Gross loan portfolio dollars: $243,947,336 (80.80 % in 1st and 19..20 % in 2nd position) Average loan-to-value: 53.11%* Average loan amount: $1,084,210 Number of Counties: 29 *calculated...
by Erika Luitjens | Feb 6, 2023 | Fund News, SIF Quarterly Newsletter
Performance Report: Year-to-date annualized return: 6.87% Number of loans: 282 Gross loan portfolio dollars: $263,028,030 (82.84% in 1st and 17.16% in 2nd position) Average loan-to-value: 52.87%* Average loan amount: $932,723 Number of Counties: 27 *calculated when...
