We believe we can capture yield advantages over money market funds, while managing volatility, by actively managing a portfolio of short-term securities diversified across multiple bond sectors. We seek to optimize return potential by adhering to a disciplined quantitative and qualitative research process, and having a flexible approach to sector allocation.
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, CFANancy G. Angell, CFA John B. Fox, CFA
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