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.
Strategy Overview.
Inception Date:
July 31, 2017
$1,650.8 million
Sample Benchmarks:
  • Bloomberg Aggregate Index
Available Vehicles:
  • Separately Managed Account
  • Private Investment Fund
  • Collective Investment Trust (CIT)
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.

Data provided as of January 2, 2024
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