Enhanced Core Bond

Strategy Summary

  • Style: Multi-Sector Bond
  • Approach: Active; Top-Down/Bottom-Up
  • Benchmark: Bloomberg Barclays Aggregate Bond Index
  • Inception: 10/1/1999
  • Strategy Assets: $1,233 MM as of 12/31/16

Investment Philosophy

We believe that our 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. We aim to enhance risk-adjusted performance by seeking the best investments among Treasuries, Agencies, Mortgage-Backed Securities and Corporate Bonds and by investing in high yield bonds.