Core Strategies

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

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Strategy Overview.

Inception Date:

December 31, 1991

Assets:

$16,977.6 million

Sample Benchmarks:

Bloomberg Aggregate Index
Bloomberg Government/Credit 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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