Intermediate Government-Focused Strategies.

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

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Strategy Overview.

Inception Date:

July 31, 2017

Assets:

$694 million

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.

Contact our Client Team for more information.

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Data provided as of January 2, 2024