Limited Duration Strategy

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: High income, preservation of principal

Typical Duration Range: 2.0-3.0 years

Typical Credit Quality: Investment grade

Vehicle: Separately Managed Account

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