CMLS Asset Management: How Mortgage Funds Are Helping Investors Navigate Today’s Market

VP Adam Dean explains how short-duration mortgage strategies can support stability and income

Cindy Broad speaks with Adam Dean, Vice President and Portfolio Manager at CMLS Asset Management, to explore how mortgage funds are playing an increasingly essential role in portfolio construction. With market volatility on the rise and income top of mind for investors, Dean explains how CMLS is managing both risk and return through a disciplined, short-duration strategy.

Dean emphasizes the importance of evaluating investments through a broad portfolio lens—especially when capital preservation is a priority. Mortgage investments, particularly those backed by private debt, offer downside protection through equity buffers. Even as property prices fluctuate, CMLS expects to receive full contractual cash flows, helping maintain asset stability. This approach has contributed to the firm's consistent positive monthly returns and net asset value maintained near the $10 mark for its open-ended mortgage fund.

What sets CMLS apart? A steady pipeline of opportunities. Thanks to its connection with nesto and CMLS’s broader mortgage ecosystem—which processes over $20 billion in transactions annually—Dean’s team can continuously reinvest as loans mature. This access enables the fund to maintain attractive spreads relative to other fixed income assets, without chasing unsustainable yields.

By actively managing short-duration debt and focusing on monthly liquidity, CMLS aims to offer income-focused investors a smoother path through market swings—without giving up on consistency or risk control.

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