Investment Grade Credit Strategy Overview
OBJECTIVE
Seeks to consistently outperform the Bloomberg US Credit Index while maintaining a comparable level of risk
BENCHMARK
Bloomberg US Credit Index
STRATEGY INCEPTION
April 1, 2005
HIGHLIGHTS
- Invests primarily in US dollar-denominated investment grade securities including corporate bonds, and to a lesser extent, sovereigns, US Treasuries and Agencies, and asset-backed securities (ABS)
- Focuses primarily on security selection, and to a lesser extent, sector selection and yield curve structure
- Typically invests in investment grade securities at the time of purchase (BBB- and above); however, the strategy may hold below investment grade securities
- Targets a duration typically less than +/- 0.5 year of the Index
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.
Our Insights
