Core Fixed Income

Core Fixed Income Strategy Overview

OBJECTIVE

Seeks to consistently outperform the Bloomberg US Aggregate Bond Index while maintaining a comparable level of risk

BENCHMARK

Bloomberg US Aggregate Bond Index

STRATEGY INCEPTION

February 1, 2008

HIGHLIGHTS

  • Invests primarily in US dollar-denominated investment grade securities including corporate bonds, US Treasuries, mortgage-backed securities (MBS) and asset-backed securities (ABS)
  • Focuses primarily on sector selection and security selection, and to a lesser extent, yield curve structure
  • Typically invests in investment grade securities at the time of purchase (BBB- and above); however, the strategy may hold securities downgraded below investment grade
  • Targets a duration typically less than +/- 0.5 year of the Index
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Portfolio Managers

EXPERIENCED TEAM

Clients benefit from a team of seasoned portfolio managers who are collectively responsible for the stewardship of their assets. Working together with credit analysts and traders to filter market information, generate and discuss new investment ideas, the team seeks to identify the best relative value opportunities for our clients.

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