Core Plus Strategies.

We leverage our robust, bottom-up security selection skills to uncover investment opportunities across the US investment-grade and high-yield fixed income spectrum.

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Strategy Overview.

Inception Date:

July 31, 2017

Assets:

$4.6 billion

Sample Benchmarks:

Bloomberg Aggregate Index

Available Vehicles:

Separately Managed Account
Private Investment Fund
Collective Investment Trust (CIT)
Exchange-Traded Fund (ETF)

Strategy Highlights.

Invest across investment-grade and high-yield fixed income sectors.
Focus on sectors offering attractive risk-adjusted return potential.
Emphasize securities with structural and price advantages.
Actively manage risk to limit downside participation.
Maintain duration-neutral posture relative to the index.

Contact our Client Team for more information.

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As of 9/30/2025 unless otherwise stated. Shareholder count as of 10/1/2025.