Introduction
Our fixed-income investment philosophy is based on the belief that the increasing
complexity of fixed-income markets mandates a team-based, sector-specialist approach,
and that portfolios must be constructed with diversified sources of risk and return
due to the asymmetrical nature of fixed-income returns. Our investment team, averaging
23 years of industry experience, is organized into sector teams with the depth of
expertise necessary for today’s complex fixed-income markets.
Our Goal is to:
- Cultivate collaboration and integrity, aligning our incentives
with client objectives.
- Achieve superior long-term performance by applying three strategies
to the fixed-income market: sector rotation, security selection, and yield-curve
positioning.
- Utilize an objective approach that allows our investment teams
to emphasize one strategy over another as market conditions change.
Review & Outlook
Chief Economist Keith Hembre comments on this month’s important events and their influence on the economy and financial markets.
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What Sets Us Apart:
- Our approach is objective, so depending on market conditions,
we may emphasize sector rotation, security selection, or yield-curve positioning
as the best way to achieve our goals.
- We believe in team-based management and decision-making, relying
on dedicated sector teams for analysis, recommendations, and implementation of sector
strategies.
- Our investment process draws upon contributions from both fundamental
and quantitative research teams.
- Our high level of collaboration and our diversified investment
approach combine to make our process highly adaptable in changing markets.
- We deploy strong risk management and risk monitoring.