Oakley's conservative income strategy holds approximately 75% in securities maturing within 36 months to capture rising yields in short-term U.S. Treasuries, with a small position in longer-term bonds and exposure to dividend-paying cash flow investments, because he expected rising rates.
factualpending
Speaker
Ted OakleyEvidence Quote
“if you look at you know we have three strategies but if I'll just take the most conservative strategy which is really just called conservative income and we have probably um 75 percent of that strategy is uh within 36 months or so of maturity and we had a lot of we got a lot of heat for that last year but we felt that's where we should be going with it because we could see rates we're going going to rise”
Created: 8/10/2026, 11:14:48 PM
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