An actively managed approach to traditional taxable market opportunities in U.S. dollar-denominated government, agency, agency mortgage-backed, corporate, and taxable municipal securities. We evaluate and invest on a risk-disciplined, relative-value approach.
We manage to a clear “no surprises” philosophy that seeks to maximize risk-adjusted fixed income returns. Starting with a thorough understanding of a client’s objective, we seek to control market risk factors (Interest rates and Credit) consistent with goals and exploit excess risk adjusted return through robust proprietary fundamental analysis. We call this our Six-Risk Factor approach.