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.
Strategy Overview.
Inception Date:
July 31, 2017
$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.

Data provided as of January 2, 2024
@ 2024 Income Research + Management. All Rights Reserved.