At a Glance

www.mbsmantrallc.com
Assets Under Management: < 100 million
Year Founded: 2013
Strategies: MBS Bond SMAs
Headquarters: Stamford, CT
CIO: Samir Shah

MBS Mantra

MBS – High Income Absolute Return Strategy

MBS Mantra provides unique investment opportunities and solutions for family offices, trusts, foundations, endowments and other institutions. Our thought process results in a unique strategy, creating a High Alpha Diversifier. MBS Mantra seeks to solve four major problems that investors face today: low income and yields, highly correlated and leveraged assets with high Betas and cross correlations, ubiquitous groupthink, and a fundamental structural flaw in Fixed Income Asset Management.

Our primary strategies are thus Low-Beta strategies with High-income and Alpha, with high Sharpe ratios. Our Flagship MBS High Income/Absolute Return Strategy offers portfolios with High Alpha and Low Beta with most asset classes. This is a steady growth strategy, ideal for patient capital and a 25 + year track record.

VISIT WEBSITE

FACTSHEETS

AGGREGATED SMAS – MBS HIGH INCOME/ABSOLUTE RETURN STRATEGY

MBS Mantra (MBSM) seeks to achieve superior returns with maximal Alpha and minimal Beta by investing in Income producing MBS. Our key insight is that MBS are Variable Income Securities (and mis-classified as Fixed Income because they are bonds).

REVIEW AND COMMENTARY

Newsletter – May 2019

Newsletter – March 2019

Newsletter – February 2019

Reading US Treasury Yields and Curves in the 21st Century

MBS Newsletter December 2018

PREDICTIONS

Yield Curve Flattening

Viewpoint and Predictions

 

MBS Mantra Performance Chart