Investment Philosophy
Core Fixed Income Strategy Highlights
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Inception Date: 01 February 2008
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Focuses primarily on sector rotation and individual security selection
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Benchmarked against the Bloomberg US Aggregate Bond Index
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Invests primarily in US dollar-denominated investment grade asset classes represented in the benchmark, including US Treasury, government-related, corporate and structured securities
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Typically does not purchase securities rated below BBB- (or its equivalent); however, the strategy may hold securities downgraded below this threshold after purchase
Portfolio Managers
Experienced Team
PPM is an investment-led organization which utilizes a team-based approach to manage the assets of the portfolio. Portfolio managers work closely with asset class specialists, research analysts and traders to generate ideas and to gain greater insight on the market environment as they make investment decisions.
Mark Redfearn, CFA
Senior Managing Director, Portfolio Manager
Matthew Willey, CFA, CPA
Senior Managing Director, Portfolio Manager and Head of Quantitative Research
Calvin Walker
Managing Director, Portfolio Manager