Distribution Services

MUTUAL FUNDS

Partnering with select institutional managers

ACCESS TO CAREFULLY SELECTED BOUTIQUE AND INSTITUTIONAL MANAGERS

Why AAM?

AAM offers a broad range of mutual funds that we believe have distinct approaches and proven investment processes that can add value to investor portfolios.

Our selection process is designed to uncover managers with little to no presence in the retail space, but that have a wealth of capabilities, experience, and a strong history of managing assets. These hand-selected managers primarily serve institutions, so are typically not otherwise available to individual investors.

MEET THE FUND FAMILY

AAM/HIMCO Short Duration Fund

ASDAX • ASDCX • ASDIX

Seeks to provide long-term total return and current income. Parameters are set to potentially lower volatility due to moves in interest rates and credit spreads relative to traditional fixed income.

AAM/Insight Select Income Fund

CPUAX • CPUCX • CPUIX

Employs an opportunistic, income-oriented approach in seeking to identify opportunities with the overall goal of maintaining and increasing current income.

MEET OUR STRATEGIC PARTNER FUNDS

In addition to offering the AAM Fund Family, AAM also partners with select high-quality investment managers who leverage our unique distribution capabilities. Each manager is thoroughly vetted to ensure we partner only with firms that we believe are high-caliber and provide a value-added offering. Due diligence is conducted on the firm, the individual strategy as well as the associated investment personnel.

Shenkman Capital

Since its inception in 1985, Shenkman has been focused on researching and investing across the entire capital structure of high yield companies. We believe Shenkman is large enough to provide institutional size and scale from a pricing and access perspective, while remaining small enough to remain selective with credits. For more information, visit www.shenkmancapital.com.

Shenkman Capital Short Duration High Income Fund

SCFAX • SCFCX • SCFFX

Seeks to provide a high level of current income relative to other short duration opportunities by avoiding defaults and "clipping the coupon."

Shenkman Capital Floating Rate Fund

SFHIX • SFHFX

Conservative approach with a focus on principal preservation, generating a high level of current income and maximizing risk-adjusted returns.

FIND OUT MORE

Meet Our Top-Tier Partners

5 Common Mistakes When Investing in Fixed Income

Navigating Market Cycles

All products shown above may not be available within your firm. Please consult a financial professional or contact an AAM Representative for more information.

Mutual fund investing involves risk, including the potential loss of principal.

View the prospectus for the AAM Funds: AAM/HIMCO Short Duration Fund | AAM/Insight Select Income Fund

You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Shenkman Funds before investing. The prospectus and summary prospectus for each Fund contain this and other information and should be read carefully before investing. You can obtain a copy of the Shenkman Capital Short Duration High Income Fund and/or Shenkman Capital Floating Rate High Income Fund prospectus by calling 1-855-SHENKMAN (1-855-743-6562).

The AAM Funds are distributed by IMST Distributors, LLC. The Shenkman Funds are distributed by Quasar Distributors, LLC. AAM acts as the third-party marketing agent for the Shenkman Funds. AAM and Shenkman Capital are not affiliated.

CRN: 2024-1029-12084 R Link 8112