Broad Short Strategies.

We leverage our robust, bottom-up security selection skills to uncover short-duration investment opportunities across the US fixed income spectrum.
Strategy Overview.
Inception Date:
December 31, 1998
$8.2 billion
Sample Benchmarks:
  • Bloomberg 1-3 Year Treasury Index
  • Bloomberg 1-3 Year Government/Credit
  • Bloomberg 1-5 Year Government/Credit
Available Vehicles:
  • Separately Managed Account
  • Private Investment Fund
  • Collective Investment Trust (CIT)
Strategy Highlights.
  • Emphasize high-quality, short-duration fixed income securities across government, corporate, and securitized assets.
  • 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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