INCOME RESEARCH & MANAGEMENT
Long Only Manager • Credit Arb
INCOME RESEARCH & MANAGEMENT is a Long Only Manager specializing in Credit Arb based in Boston, MA led by William Austin Omalley, reporting $108.99B in AUM as of Q3 2025 with 100% ETF concentration, with only 2 positions, and 71% allocation to TAXX.
CEOWilliam Austin Omalley
- Portfolio Value
- $7.2M
- Positions
- 2
- Top Holding
- TAXX at 70.99%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in INCOME RESEARCH & MANAGEMENT's portfolio (100% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $5.1M | 70.99% | — | — 100.0K shares | |
ETF ETF | $2.1M | 29.01% | — | — 50.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in INCOME RESEARCH & MANAGEMENT's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
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Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
| No increased positions | |
Decreased Positions
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Analytics
Portfolio insights and performance metrics for INCOME RESEARCH & MANAGEMENT
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