About Gulfstream

Mission & Guiding Principles
Executive Summary
Gulfstream Opportunity

Executive Summary

Highlights

• Formed in 2005 with the launch of the Gulfstream Opportunity Fund

• Gulfstream Value Fund and separately managed accounts added in 2014

• Significant outperformance with an emphasis on producing positive returns in down markets

• Strong, stable group of limited partners with an average investment period of 7 years.

Strategy

Our core competencies, bottoms up credit analysis and investigating the probability of whether issuers will exercise their call option, sets us apart from other more generic portfolio managers, and drives our income-oriented returns.

Team

Experienced leadership team led by General Partners Steve Barral and Ryan Posner who have 63 years of combined experience. The core investment team each have 30 years of industry experience.

Core Philosophy

To construct a portfolio that produces excess tax-free income without a commensurate amount of risk.