We leverage our robust, bottom-up security selection skills to uncover intermediate-duration investment opportunities within the US fixed income spectrum.
Strategy Overview.
Inception Date:
July 31, 2017
Assets:
$1.4 billion
Sample Benchmarks:
Bloomberg Intermediate Government Index
Bloomberg Intermediate Treasury Index
Bloomberg 1-10 Yr TIPS Index
Available Vehicles:
Separately Managed Account
Private Investment Fund
Collective Investment Trust (CIT)
Strategy Highlights.
Invest in high-quality, intermediate-duration securities with an emphasis on principal protection.
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.
