INVESTMENT PHILOSOPHY
We believe that a portfolio of short-term fixed income securities, identified through fundamental analysis and focused on core stability of principal and liquidity, has the potential to deliver attractive and stable total returns over time.
Capital Preservation and Liquidity
An investment grade, short duration bond portfolio that seeks to preserve capital, maximize liquidity and prudently improve returns. The strategy employs active management, bottom-up research and proactive portfolio positioning.
Diversification:
An actively managed strategy that seeks diversification across many investment themes, sectors, and industries, so that no single position overwhelms performance. This strategy invests across U.S. Treasury, government-related, corporate and securitized sectors.
We concentrate our team’s best ideas in a portfolio that seeks to provide alpha and manage target duration.
