Our Investment Capabilities

Stone Harbor Investment Funds (the “Funds”) are distributed by ALPS Distributors, Inc (“ADI”), a broker-dealer registered with the U.S. Securities and Exchange Commission (“SEC”). Separately Managed Accounts and related investment advisory services are provided by Stone Harbor Investment Partners LP (“Stone Harbor”), an SEC regulated Investment Adviser. ADI is not affiliated with Stone Harbor Investment Partners LP.

ADI is the principal underwriter and distributor of the Funds’ shares.

This should not be considered a solicitation to buy or an offer to sell shares of any investment in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.

The Funds are registered with the SEC under the Investment Company Act of 1940, as amended, and are available to U.S. investors only.

Please read this page before proceeding as it sets out important legal and regulatory information about the material contained in this website (which Stone Harbor may, without notice, be changed).

By accessing any page of this website, you agree to be bound by the terms below. If you do not agree to such terms, you should exit the website. This page is designed to prevent unsuitable categories of investors from accessing the website and as such Stone Harbor cannot be responsible for any misrepresentations you may make in gaining access to the website.

Before investing you should carefully consider the Funds' investment objectives, risk, charges, and expenses. This and other information is in the prospectus, a copy of which may be obtained on this website or from: Stone Harbor Investment Funds, P.O. Box 13043, Denver, CO 80201, or by calling ALPS Fund Services, Inc., the transfer agent, at 1-866-699-8125. Please read the prospectus carefully before you invest.

INVESTMENT CONSIDERATIONS: It is possible to lose money on an investment in the Funds. There is no guarantee the Funds will meet the stated investment objectives. Each Fund is a "non-diversified" fund, which means that the Fund may invest in fewer issuers, and, as a result, may be subject to higher levels of risk than a "diversified" fund. The Funds may be subject to some or all of the following risks: counterparty and third party risk; credit risk; currency management strategy risk; currency risk; derivatives risk; emerging market risk; foreign investment risk; geographic concentration risk; high yield risk; inflation/deflation risk; interest rate risk; investment in pooled vehicles risk; non-diversification risk; issuer risk; lack of operating history risk; large shareholder risk; leverage risk; liquidity risk; management risk; over the counter risk; portfolio turnover risk; valuation risk; and mortgage-backed and asset-backed risk. Please see the prospectus for detailed information regarding Fund risks.

NOT FDIC INSURED
NOT BANK GUARANTEED
MAY LOSE VALUE

Separately Managed Accounts (SMA) and US Mutual Funds

StrategiesHighlightsSMAFund
Emerging Markets Debt
Emerging Markets Debt
  • Invests primarily in emerging markets sovereign debt with tactical allocations to local currency sovereign and corporate debt; also available as an investment grade emerging markets debt SMA
Emerging Markets Local Currency Debt
  • Invests primarily in emerging markets sovereign local currency debt with tactical allocations to corporate debt; also available as an investment grade emerging markets local currency debt SMA
Emerging Markets Debt Global Allocation
  • Invests primarily in emerging markets sovereign debt, both hard and local currency, with tactical allocations to corporate debt
Emerging Markets Corporate Debt
  • Invests primarily in emerging markets corporate debt; also available as an investment grade emerging markets corporate debt SMA
High Yield
High Yield Core
  • Invests primarily in non-investment grade corporate debt
High Yield
  • Invests primarily in non-investment grade corporate debt; may tactically allocate to emerging markets debt
High Yield BB & B
  • Invests primarily in BB & B rated corporate debt
Global High Yield
  • Invests primarily in high yield and emerging markets debt; weightings determined through opportunity and risk evaluation and may be customized based on client guidelines (70%/30%; 50%/50% etc)
Leveraged Loans
  • Invests primarily in first lien secured and second lien leveraged loans
Multi-Sector Allocation
Core Plus Total Return
  • Invests primarily in investment grade fixed income securities with up to 50% in tactical allocations to emerging markets debt, high yield and non-US fixed income
Core Plus
  • Invests primarily in investment grade securities with up to 20% in tactical allocations to emerging markets debt, high yield and non-US fixed income
  • Available as hedged strategies in various currencies such as Sterling, Euro etc.
LIBOR Plus Total Return
  • Invests primarily in global investment grade securities with tactical allocations to emerging markets debt and high yield bonds
Global Investment Grade Allocation
  • Invests primarily in investment grade fixed income securities across developed and emerging markets

Glossary of Terms

Stone Harbor Investment Funds are distributed by ALPS Distributors, Inc (ADI). Separately managed accounts and related investment advisory services are provided by Stone Harbor Investment Partners LP, an SEC regulated Investment Adviser. ADI is not affiliated with Stone Harbor Investment Partners LP.