Short Government-Focused Strategies.

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

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Strategy Overview.

Inception Date:

February 28, 2017

Assets:

$902 million

Sample Benchmarks:

Bloomberg 1-3 Year Treasury

Available Vehicles:

Separately Managed Account

Strategy Highlights.

Emphasize high-quality, short-duration fixed income securities across corporate, securitized, and municipal assets.
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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