Core Fixed

Overview

Our Core Fixed Income strategy invests in U.S. Dollar denominated investment grade securities and seeks to provide a total return in excess of the Bloomberg Aggregate Index. Portfolios include a mix of primarily U.S. Government/Agency, Corporate, and Asset-backed & Mortgage-backed securities. The portfolio utilizes sector rotation and security selection to add alpha over a full market cycle.

Risk Controls

  • Typical Corporate holding represents 1% or less of the Total Market Value
  • Duration is generally limited to ±10% of the index
  • Weekly stress testing
  • Pricing – portfolio marked daily
  • Performance monitored daily

Portfolio Management

Richard Scargill

Director of Fixed Income Strategies, Senior Portfolio Manager

Keith Weldon, CFA

Senior Portfolio Manager

Key Investment Personnel

Eduardo Cortes

CIO - Fixed Income

William O’Connor, CFA

Senior Portfolio Manager

Eric Zenner, CFA

Senior Portfolio Manager

Kevin Conrath

Portfolio Manager
Snapshot

Benchmark: Bloomberg Aggregate Index
Inception Date: April 1, 1991
Investment Team: Fixed Income Group

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