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  1. Strategies

Fixed Income

Short Term Maturity LAM

Objective

The Short Term Maturity Liquidity Asset Management (LAM) strategy is managed to outperform the ICE BofAML 0-1 Year U.S. Treasury Index over rolling 3-year periods.

Investment Approach

  • A team approach that combines research and portfolio management disciplines
  • We seek to generate yield in excess of traditional money market products through a slightly longer duration exposure in the portfolio

1-3 Year Government LAM

Objective

The 1-3 Year Government Liquidity Asset Management (LAM) strategy is managed to outperform the ICE BofAML 1-3 Year U.S. Treasury & Agency Index over rolling 3-year periods.

Investment Approach

  • A team approach that combines research and portfolio management disciplines
  • We seek to add value in the fixed income markets utilizing four primary tools:
    • Yield curve structure
    • Duration risk management
    • Security selection
    • Sector selection

1-3 Year Government/Corporate LAM

Objective

The 1-3 Year Government/Corporate Liquidity Asset Management (LAM) strategy is managed to outperform similarly managed portfolios and the benchmark ICE BofAML 1-3 Year U.S. Corporate & Government Index.

Investment Approach

  • A team approach that combines research and portfolio management disciplines
  • We seek to add value in the fixed income markets utilizing four primary tools:
    • Sector rotation
    • Security selection
    • Yield curve structure
    • Duration risk management

Intermediate Government

Objective

The Intermediate Government strategy is a high-quality portfolio managed to outperform similarly managed portfolios and the benchmark Bloomberg Barclays U.S. Intermediate Government Index.

Investment Approach

  • A team approach that combines research and portfolio management disciplines
  • Combine fundamental work with qualitative measures
  • We seek to add value in the fixed income markets utilizing four primary tools:
    • Security selection
    • Sector rotation
    • Yield curve structure
    • Duration risk management
  • Our valuation work helps to control risk in a disciplined way

Intermediate Government/Credit

Objective

A high-quality portfolio structured to achieve excess return relative to the Bloomberg Barclays U.S. Intermediate Government/Credit Index.

Investment Approach

  • A team approach that combines research and portfolio management disciplines
  • Combine fundamental work with qualitative measures
  • We seek to add value in the fixed income markets utilizing four primary tools:
    • Security selection
    • Sector rotation
    • Yield curve structure
    • Duration risk management
  • Our valuation work helps to control risk in a disciplined way

Core Fixed Income

Objective

The Core Fixed Income strategy is a high-quality portfolio designed to outperform similarly managed portfolios and the benchmark Bloomberg Barclays U.S. Aggregate Index.

Investment Approach

  • A team approach that combines research and portfolio management disciplines
  • Combine fundamental work with qualitative measures
  • We seek to add value in the fixed income markets utilizing four primary tools:
    • Security selection
    • Sector rotation
    • Yield curve structure
    • Duration risk management
  • Our valuation work helps to control risk in a disciplined way

Core Plus Fixed Income

Objective

Core Plus Fixed Income is a flexible strategy that seeks unique income and total return opportunities across an array of global income markets with an objective to reduce correlation to other core plus strategies and traditional, investment grade fixed income portfolios. Additionally, the strategy seeks to outperform its peers as well as the Bloomberg Barclays U.S. Aggregate Index.

Investment Approach

  • An income portfolio built from a wider opportunity set with different risk characteristics than the benchmark
  • Target 70% “Core” U.S. fixed income, with target 30% “Plus” holdings seeking opportunities less correlated to U.S. interest rates
  • Analyze fundamental trends in income producing asset classes with total return focus
  • Consideration of historic and potential future correlations of global income producing asset classes