Portfolio Manager George Cipolloni Discusses How to Add Income to Your Portfolio on InvestmentNews “In the Nasdaq”

March 11, 2025

George InvestmentNews.png

Portfolio Manager George Cipolloni appeared on InvestmentNews In the Nasdaq to discuss finding value for your portfolio. George notes the importance of focusing on sustainable income and avoiding peak-cycle investments while navigating rising capital costs by prioritizing companies with strong pricing power and solid balance sheets. He shares insight on opportunities in small-caps, convertible bonds and preferred stocks as well as managing volatility through elevated cash positions for stability and strategic deployment.

 

Watch George’s full interview on InvestmentNews here.

 

Important Information

The information contained herein has been prepared solely for informational purposes. It is subject to change without notice and it is not intended as an offer or solicitation of Penn Mutual AM 1847 Income Fund (PMEFX) nor any other products or services offered by PMAM. Please note this information has been prepared as a general summary without consideration of any specific investors, thus please do not use this material solely to make any investment decisions.

Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For the full prospectus, which contains this and other information about the Fund, please visit www.pennmutualam.com/strategies/balanced-income-strategy. Investors should read the prospectus carefully before investing.

Click here to view Fund performance. Past performance does not guarantee future results.

The Fund is distributed by SEI Investments Distribution Co. (SIDCO) at 1 Freedom Valley Drive, Oaks, PA 19456, which is not affiliated with Penn Mutual Asset Management.

Investing involves risk, including possible loss of principal. The Fund’s investment risks include, but are not limited to, interest rate, inflation, credit and default risk associated with fixed income securities. In addition, high yield bonds have a higher risk of default or other adverse credit events. Other risks include, but are not limited to, equity risk, preferred stock risk, allocation risk, conflicts of interest risk, counterparty credit risk, foreign investments risk, high portfolio turnover risk, liquidity risk and volatility risk. There is no guarantee the Fund will achieve its stated objective. Indices are unmanaged and do not include the effect of fees. One cannot invest directly in an index.