Fixed Income

We employ fundamental credit research to identify value opportunities that can yield attractive total return.

Our fixed income investment process is constructed to protect principal, generate income, and complement equity allocations. Our solutions offer exposure to well-diversified securities that have varying maturities and credit qualities. These strategies are based on a client’s objectives, risk tolerance and tax status.

The aim of our strategy is to exploit value opportunities – we seek investments that maximize market or pricing inefficiencies – we do not attempt to predict interest rate movements. We also look to incorporate varying types of securities, maturities and credit qualities for increased diversification. Our proprietary research and credit analysis drives our fixed income strategies.

The foundation of our fixed income strategy is constructed of the following criteria:

• Focus selection primarily on credit analysis, not interest rate predictions
• Invest in short-to-intermediate term maturities to minimize interest rate risk
• Diversify across security type, investing primarily in U.S. Treasuries, government and corporate bonds
• Select high quality corporate bonds (investment grade or above)