Jay D. Hatfield, Portfolio Manager InfraCap Small Cap, Income, MLPs and REIT Preferreds | S08 E05
Episode publishedPodcast: The Acquirers PodcastThe Acquirers Podcast
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And we're live. We're running a little bit late. Sorry, folks. This is Value After Hours. I'm Tobias Carlisle joined as always by my cohost, Jake Taylor. Our special guest today is Jay Hatfield from InfraCat. He's gonna tell us a little bit about how are you, Jay?
I'm doing well. Thanks for having me on, Tobias and Jake.
Pleasure. Tell us a little bit about InfraCap.
We are a $3,500,000,000 money management company. We have six ETFs all focused on monthly income, three on the fixed income side, three on the equity income side. We also have a hedge fund. And so we are committed to providing great total return but also good income for investors who want to sleep at night and know that they have good stable income coming from the portfolios.
What's the, attraction to income oriented strategies?
Well, it's primarily helpful for people who I would recommend having it even when you're young, having some. But for older individuals who are looking forward to retirement and retirement, it can give you a good base load for your portfolio whereby you know a good percentage of your expenses are being covered by the income coming from your portfolio. And then you could have more growthy and risk growthier or riskier investments in the remainder of your portfolio because what you don't want is, like, during we haven't had one since '22, but during major drawdowns, you don't wanna have to be sel
What are your sources of income?
So on the fixed income side, it's preferred stocks and high yield bonds. The great thing about both of those asset classes is they're higher risk fixed income. So unlike so unlike, like, our biggest or or high not biggest, but our high yield fund is BNDS. There's a fund BND that's just investment grade bonds, and we're high yield bonds. So their fund yields four, our fund yields eight. So in the long run, you'll get a lot higher returns from these higher response, and our preferred fund yields nine, same situation where you get higher income. And what's great about that is it's really almost l
What about on the equity side? Sorry, JT.
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