Short Term Fixed

Overview

The Short-Term Fixed strategy’s objective is to meet specific liquidity requirements by investing in individual securities with an average duration in line with the BofA Merrill Lynch 1-3 U.S. Year Treasury Index. An emphasis is placed on sector allocation and security selection as opposed to active duration management. The portfolio seeks to maximize current income, and preserve capital. The style utilizes U.S. government securities, agencies, corporate bonds, and collateralized mortgage obligations. The objective of the style is to enhance the performance of the BofA Merrill Lynch 1-3 U.S. Year Treasury Index.

Portfolio Management

Paula Horn

Chief Investment Officer,
Senior Portfolio Manager

William O’Connor, CFA

Senior Portfolio Manager

Kevin Conrath

Portfolio Manager

Key Investment Personnel

Richard Scargill

Director of Fixed Income Strategies Senior Portfolio Manager

Keith Weldon, CFA

Senior Portfolio Manager

Eric Zenner, CFA

Senior Portfolio Manager

Dan Kralovec

Associate Portfolio Manager

Derek Grifka

Associate Credit Analyst
Snapshot

Benchmark: Merril Lynch 1-3 Year
Inception Date: July 1, 1992
Investment Team: Fixed Income Group

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