Broad Intermediate Strategies.

We leverage our robust, bottom-up security selection skills to uncover intermediate-duration investment opportunities across the US fixed income spectrum.
Strategy Overview.
Inception Date:
September 30, 1989
$11.7 billion
Sample Benchmarks:
  • Bloomberg Intermediate Government/Credit Index
  • Bloomberg Intermediate Aggregate Index
Available Vehicles:
  • Separately Managed Account
  • Private Investment Fund
  • Collective Investment Trust (CIT)
Strategy Highlights.
  • Invest across investment-grade fixed income sectors.
  • Emphasize securities with structural and price advantages.
  • Hold meaningful position sizes.
  • Actively manage liquidity and credit risks.
  • Maintain duration-neutral posture relative to the index.

Contact our Client Team for more information.

Data provided as of January 2, 2024
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