Our Core Investment Grade Fixed Income strategy focuses on investments with a five- to 10-year average maturity. Through this broadly diverse strategy, you can benefit from investments in corporate and government fixed-income securities as well as mortgage-backed securities (MBS) and asset -backed securities (ABS). To achieve returns for you, we look for inefficiencies in the market and take advantage of them, focusing on areas of the market that we consider under-researched.
To make decisions about the portfolio’s makeup, we analyze a comparison of market sector yields to Treasury yields, the expected performance of each sector within the portfolio, and the average maturity requirements of the strategy.
How Our Fixed Income Management Process Works For You:
We seek opportunities to generate returns for our investors.
We test our discoveries for relative value and associated risk. If it’s not worth it, we go back to the drawing board.
We invest in assets that have value within the current market. We only buy when we believe the price is right.
We monitor our investments closely. We ensure our reasoning remains valid and, if it isn’t, we return to the discovery phase.
Our Fixed Income strategies seek to achieve results for you by looking for inefficiencies in the market—particularly in areas we consider under-researched areas—and taking advantage of them for your benefit. While we believe that excess return is good, we believe risk-adjusted return is even better. Our pursuit of superior returns for you is tempered with strong risk-management processes.
|First $10,000,000||35 bps|
|Next $15,000,000||30 bps|
|Next $25,000,000||25 bps|
|Next $50,000,000||20 bps|
|More than $100,000,000||15 bps|