We believe that our flexible multi-sector approach takes advantage of the relative valuations among distinct bond sectors, provides greater opportunities to generate income and capital appreciation, while helping to manage risk in changing economic environments. Our Strategy buys only investment grade securities and maintains a similar risk profile to that of the Barclays Aggregate Index.
We seek companies that maintain sustainable competitive advantages and expect to benefit from emerging cyclical or secular drivers
We identify companies that are undervalued due to temporary or discrete events
We seek AAA mortgage pass throughs that offer high total return potential and minimized risk
Mary F. Kane, CFA Nancy G. Angell, CFA John B. Fox, CFA
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