Fixed Income strategies include those providing current income and preservation of capital such as short, intermediate and long duration bond portfolios. Strategically managing security selection, sector weightings, duration and term structure, are all critical to generating excess returns.
High Yield BondThe High Yield Bond portfolio seeks to provide current income and long term capital appreciation and can be categorized as a fundamental and research driven approach to investing in 40 to 60 higher yielding, lower rated fixed income securities. The investment focus is on high quality bonds whose potential for growth is not reflected in the current bond market valuations. The primary benchmark for this discipline is the ML All High Yield Master Bond Index. Learn more >> |
Core (Aggregate) Fixed IncomeThe Core (Aggregate) Fixed Income portfolio seeks to provide current income and preservation of capital and can be categorized as a fundamental and research driven approach to investing in 40 to 60 fixed income securities. The investment focus is on high-quality bonds whose potential for credit improvement is not reflected in current valuations. The primary benchmark for this discipline is the LB Agggregate Bond Index. Learn more >> |
Core Fixed IncomeThe Core Fixed Income portfolio seeks to provide current income and long term capital appreciation and can be categorized as a fundamental and research driven approach to investing in 40 to 60 investment grade fixed income securities. The investment focus is on bonds whose potential for credit improvement is not reflected in current valuations. The primary benchmark for this discipline is the LBGC Bond Index. Learn more >> |
Core Plus Fixed IncomeThe Core Plus Fixed Income portfolio seeks to provide current income and long term capital appreciation and can be categorized as a fundamental and research driven approach to investing in 40 to 60 investment grade fixed income securities. The investment focus is on bonds whose potential for credit improvement is not reflected in current valuations. The primary benchmark for this discipline is the LBGC Bond Index. Learn more >> |