The Brown Advisory Core Fixed Income strategy seeks attractive capital appreciation and core stability by investing in a taxable fixed income portfolio of our team's best ideas.
- We seek to identify investment-grade, taxable fixed income securities that are fundamentally undervalued in order to provide alpha driven by price performance, not yield.
- We believe that sound investment decisions should be based on a security's risk-reward proposition, not macro-oriented forecasts. Our portfolio seeks to perform well in various economic scenarios, with a concentration in positions that have attractive upside greater than downside risk.
- Our strategy is based on a collaborative, team-oriented investment process, where major portfolio decisions require a consensus of all fixed income team members. This ensures that new ideas are fully vetted and carefully considered from many viewpoints.
Objective: Total return
Typical Duration Range: 3.0-7.0 years
Typical Credit Quality: Investment grade; up to 20% high yield
Vehicle: Separately Managed Account, Mutual Fund
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