Core Bond

Strategy Summary

  • Style: Multi-Sector Bond
  • Approach: Active; Top-Down/Bottom-Up
  • Benchmark: Bloomberg Barclays Aggregate Bond Index
  • Inception: 2/1/2001
  • Strategy Assets: $1,093 MM as of 9/30/19

Investment Philosophy

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.