Broad Short Strategies.

We leverage our robust, bottom-up security selection skills to uncover short-duration investment opportunities across the US fixed income spectrum.

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Strategy Overview.

Inception Date:

December 31, 1998

Assets:

$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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