MUTUAL FUNDS

Partnering with select institutional managers

PARTNERING WITH SELECT HIGH-QUALITY INVESTMENT MANAGERS



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 logo
Since its inception in 1985, Shenkman Capital Management’s business 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
High Income Fund

SFHIX • SFHFX

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

 
13D Management Logo
Founded in 2012 by Ken Squire, a widely recognized expert on shareholder activism, 13D provides investors with a pure, actively managed and diversified exposure to the strategy of shareholder activism. Distinctly qualified to manage this strategy, Ken, among other things, founded 13D Monitor, the only qualitative institutional research company on Shareholder Activism, has authored the weekly Activist Spotlight column for Barron’s and CNBC since 2007 and is CNBC’s On-Air Contributor for Activism.
 

13D Activist Fund

DDDAX • DDDCX • DDDIX

An event-driven, actively managed portfolio of approximately 30 small and mid cap companies that 13D Management believes
have the most compelling Shareholder Activist catalysts, which can lead to the realization of enhanced shareholder value.
For more information, visit www.13DActivistFund.com.

 

All products shown above may not be available within your firm. Please consult your AAM Representative at 866.606.7220 for more information. Links to third-party websites are included as a convenience to the user. AAM assumes no responsibility for the content of any linked site. The fact that such links exist does not indicate approval or endorsement of any material contained on any linked site.

Mutual fund investing involves risk, including the potential loss of principal. There can be no assurance that each Fund will achieve its stated objective. Please review the Fund’s prospectus for specific risks.

You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of each of the funds offered by AAM before investing. The prospectuses and summary prospectuses 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’s prospectus by calling 1-855-SHENKMAN (1-855-743-6562). You can obtain a copy of the 13D Activist Fund’s prospectus at www.13DActivistFund.com or by calling 1-877-413-3228.

The Shenkman Funds are distributed by Quasar Distributors, LLC. The 13D Activist Fund is distributed by Foreside Financial Services, LLC. AAM acts as the third-party marketing agent for the Shenkman Funds and 13D Activist Fund. AAM, Shenkman Capital and 13D Management are not affiliated.

CONTACT US
866.606.7220

Sales & Distribution Services

AAM partners with a select number of high-quality investment managers who want to leverage our distribution capabilities.

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