Group 1 - Income funds can serve as an effective hedge against equity market uncertainty, especially as market indices approach all-time highs [1] - Not all income funds are created equal, highlighting the importance of understanding their construction [1] - A hybrid investment strategy that combines classic dividend growth stocks with Business Development Companies, REITs, and Closed End Funds can enhance investment income while achieving total returns comparable to traditional index funds like the S&P [1]

Core Insights - Income funds may serve as an effective strategy to mitigate the uncertainty and volatility associated with traditional equities as market indexes approach all-time highs [1] Investment Strategy - A hybrid investment approach combining classic dividend growth stocks with Business Development Companies, REITs, and Closed End Funds can enhance investment income while achieving total returns comparable to traditional index funds like the S&P [1]

Group 1 - Income funds can serve as an effective hedge against market pullbacks while preserving capital through varying market conditions [1] - A hybrid investment strategy combining classic dividend growth stocks, Business Development Companies, REITs, and Closed End Funds can enhance investment income and total return [1] - The total return from this hybrid approach can be comparable to traditional index funds like the S&P [1]

Company Overview - Abacus Global Management, established in 2004, manages approximately $3 billion in Assets Under Management (AUM) [5] - The company has around 160 employees [5] and operates from 2 offices and 4 representations across 3 continents, serving clients in over 30 countries [5] Financial Performance (Q1 2025) - Abacus achieved a 105% year-over-year (YoY) revenue growth [14, 34] - Adjusted EBITDA increased by 111% YoY [34] - Adjusted Net Income increased by 158% YoY [34] - Total inflows reached $151 million [14] - Gross Revenue was $44.1 million [35] - Adjusted Net Income was $17.3 million [35] - Adjusted EBITDA was $24.5 million [35] - Capital deployed for policy purchases amounted to $125.9 million [35] - Assets Under Management (AUM) reached $3.1 billion [35] Financial Outlook (FY2025) - The company projects Adjusted Net Income between $70 million and $78 million for FY2025, representing a YoY change of +51% to +68% [37]