Philosophy
We believe that a portfolio crafted by a team of experienced and talented professionals using a disciplined investment management process can provide benchmark-beating returns over time while maintaining an appropriate risk profile.
Basic Tenants of our Philosophy
Multi-faceted approach
We employ a time-tested, multi-faceted investment approach based on the four cornerstones of fixed income returns — duration management, yield curve positioning, sector allocation, and security selection. We believe this multi-faceted approach, which combines top-down management with bottom-up security selection, affords our clients the best possible diversification and portfolio return potential in a variety of economic environments.
Talented team of investment professionals
Our portfolio managers, traders and dedicated investment research team have a specialized focus on our specific investment disciplines. They leverage proprietary and external research as well as analytical systems to select securities and construct portfolios designed to optimize returns within defined risk tolerances. They have a passion for the fixed income business and serving clients.