Investment approach

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.

Strategy profile

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: 3.0-5.0 years

Typical Credit Quality: Investment grade

Vehicle: Separately Managed Account, Mutual Fund

 

 


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