PT Asset Management, LLC

Business First AM

Sean Dranfield, CEO of PTAM, joined Business First AM”s Angie Miles to discuss the latest trends in the bond market and the factors driving the yield drop.

March 3rd, 2025

The Fund’s investment objectives, risks, charges and expenses must be considered carefully before investing. The summary and statutory prospectuses contain this and other important information about the investment company and may be obtained by calling 1.877.738.9095. Read carefully before investing.

Fund investing involves risk. The Fund is subject to interest rate risk and credit risk. Typically, when interest rates rise, there is a corresponding decline in the value of debt securities. Credit risk refers to the possibility that the debt issuer will not be able to make principal and interest payments. Securities with floating or variable interest rates may decline in value if their coupon rates do not keep pace with comparable market interest rates. The Fund’s income may decline when interest rates fall because most of the debt instruments held by the Fund will have floating or variable rates.

PT Asset Management, LLC (“PTAM”) is the advisor to the PTAM Funds, which are distributed by Foreside Fund Services, LLC (“Foreside”).

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